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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $940,161 | -1.5% | 27,684 | +3.4% | 0.03% | -8.1% |
| Q2 2023 | $954,399 | -6.0% | 26,771 | -8.2% | 0.04% | -14.0% |
| Q1 2023 | $1,015,303 | +6.2% | 29,175 | -1.8% | 0.04% | +2.4% |
| Q4 2022 | $956,470 | +12.9% | 29,695 | -1.3% | 0.04% | +5.0% |
| Q3 2022 | $847,000 | -4.0% | 30,095 | +7.3% | 0.04% | -4.8% |
| Q2 2022 | $882,000 | -19.2% | 28,035 | -0.1% | 0.04% | -6.7% |
| Q4 2021 | $1,091,000 | +2.1% | 28,070 | +1.6% | 0.04% | -11.8% |
| Q3 2021 | $1,069,000 | -3.7% | 27,634 | -1.6% | 0.05% | -7.3% |
| Q2 2021 | $1,110,000 | +0.8% | 28,083 | -2.7% | 0.06% | -12.7% |
| Q1 2021 | $1,101,000 | +2.2% | 28,848 | -3.6% | 0.06% | -19.2% |
| Q4 2020 | $1,077,000 | +15.3% | 29,920 | +0.6% | 0.08% | -7.1% |
| Q3 2020 | $934,000 | +3.9% | 29,746 | -1.6% | 0.08% | -6.7% |
| Q2 2020 | $899,000 | +14.2% | 30,219 | -0.8% | 0.09% | -15.1% |
| Q1 2020 | $787,000 | -36.0% | 30,473 | -16.6% | 0.11% | -31.2% |
| Q4 2019 | $1,229,000 | +6.0% | 36,548 | +0.4% | 0.15% | -15.4% |
| Q3 2019 | $1,159,000 | -2.6% | 36,386 | -1.9% | 0.18% | -9.0% |
| Q2 2019 | $1,190,000 | -4.8% | 37,095 | -7.1% | 0.20% | +5.3% |
| Q1 2019 | $1,250,000 | +32.8% | 39,934 | +20.4% | 0.19% | -7.3% |
| Q4 2018 | $941,000 | -25.8% | 33,180 | -12.2% | 0.20% | -20.2% |
| Q3 2018 | $1,268,000 | +11.6% | 37,807 | +10.0% | 0.26% | -5.2% |
| Q2 2018 | $1,136,000 | +28.4% | 34,374 | +30.9% | 0.27% | +23.2% |
| Q1 2018 | $885,000 | +11.3% | 26,266 | +12.5% | 0.22% | -22.5% |
| Q4 2017 | $795,000 | +27.8% | 23,343 | +25.6% | 0.28% | +3.6% |
| Q3 2017 | $622,000 | -27.6% | 18,590 | -31.2% | 0.27% | -38.0% |
| Q2 2017 | $859,000 | -34.2% | 27,022 | -38.2% | 0.44% | -43.0% |
| Q1 2017 | $1,306,000 | – | 43,733 | – | 0.78% | – |
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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% |