SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 856 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,114,002 | +9.0% | 57,197 | +0.1% | 1.82% | -0.5% |
| Q3 2023 | $1,939,951 | -5.0% | 57,125 | -0.3% | 1.83% | -0.4% |
| Q2 2023 | $2,042,659 | +2.1% | 57,298 | -0.4% | 1.83% | -1.2% |
| Q1 2023 | $2,001,432 | +8.0% | 57,512 | 0.0% | 1.86% | +2.1% |
| Q4 2022 | $1,852,475 | +14.2% | 57,512 | -0.3% | 1.82% | +9.3% |
| Q3 2022 | $1,622,000 | -10.5% | 57,660 | 0.0% | 1.66% | -5.6% |
| Q2 2022 | $1,813,000 | -14.0% | 57,660 | +0.4% | 1.76% | -5.4% |
| Q1 2022 | $2,108,000 | -9.0% | 57,418 | -3.7% | 1.86% | -3.2% |
| Q4 2021 | $2,317,000 | -4.1% | 59,618 | -4.5% | 1.92% | -11.0% |
| Q3 2021 | $2,417,000 | -1.9% | 62,446 | 0.0% | 2.16% | -3.3% |
| Q2 2021 | $2,464,000 | -4.0% | 62,446 | -8.4% | 2.24% | -1.6% |
| Q1 2021 | $2,566,000 | +4.5% | 68,200 | 0.0% | 2.27% | +1.7% |
| Q4 2020 | $2,456,000 | +10.8% | 68,200 | -3.4% | 2.23% | -1.3% |
| Q3 2020 | $2,216,000 | +3.5% | 70,571 | -2.0% | 2.26% | -1.1% |
| Q2 2020 | $2,142,000 | +7.2% | 71,995 | -7.0% | 2.29% | -15.7% |
| Q1 2020 | $1,999,000 | -49.3% | 77,378 | -34.0% | 2.72% | -28.5% |
| Q4 2019 | $3,945,000 | +12.4% | 117,298 | +6.5% | 3.80% | +9.9% |
| Q3 2019 | $3,509,000 | -0.8% | 110,151 | -0.1% | 3.46% | -0.7% |
| Q2 2019 | $3,538,000 | +15.1% | 110,256 | +12.3% | 3.48% | +10.7% |
| Q1 2019 | $3,075,000 | +23.7% | 98,220 | +12.1% | 3.14% | +10.0% |
| Q4 2018 | $2,485,000 | – | 87,657 | – | 2.86% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FINANCIAL CONSULATE, INC | 1,261,994 | $42,857,312 | 18.92% |
| Leverty Financial Group, LLC | 763,759 | $25,940,193 | 18.83% |
| Matrix Trust Co | 1,973,036 | $67,004 | 17.49% |
| ACT WEALTH MANAGEMENT, LLC | 743,643 | $25,254,102 | 16.95% |
| WEALTH MANAGEMENT RESOURCES, INC. | 89,052 | $30,124,236 | 14.56% |
| Evergreen Advisors, LLC | 1,118,458 | $37,982,826 | 13.70% |
| Koesten, Hirschmann & Crabtree, INC. | 504,969 | $17,148,753 | 13.44% |
| Paradigm, Strategies in Wealth Management, LLC | 577,474 | $19,611,004 | 12.50% |
| Riverpoint Wealth Management Holdings, LLC | 1,046,418 | $35,536,345 | 11.72% |
| Benchmark Financial Wealth Advisors, LLC | 728,327 | $24,733,975 | 11.62% |