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 | $3,196,105 | -7.6% | 94,114 | -3.0% | 0.51% | -6.9% |
| Q2 2023 | $3,458,223 | +3.4% | 97,005 | +0.9% | 0.55% | -3.2% |
| Q1 2023 | $3,346,001 | +0.9% | 96,149 | -6.6% | 0.57% | -5.0% |
| Q4 2022 | $3,315,633 | +12.4% | 102,938 | -1.9% | 0.60% | +15.0% |
| Q3 2022 | $2,950,000 | -9.5% | 104,885 | +1.1% | 0.52% | -12.3% |
| Q2 2022 | $3,261,000 | -7.4% | 103,699 | +0.8% | 0.59% | -11.2% |
| Q1 2022 | $3,520,000 | -14.3% | 102,886 | -2.7% | 0.67% | -27.7% |
| Q4 2021 | $4,109,000 | +21.0% | 105,717 | +20.5% | 0.92% | +1.5% |
| Q3 2021 | $3,397,000 | +1409.8% | 87,768 | +861.4% | 0.91% | +498.7% |
| Q1 2020 | $225,000 | -48.9% | 9,129 | -30.2% | 0.15% | -40.6% |
| Q4 2019 | $440,000 | +4.3% | 13,083 | -2.2% | 0.26% | -9.2% |
| Q3 2019 | $422,000 | -10.2% | 13,380 | -8.2% | 0.28% | -12.7% |
| Q2 2019 | $470,000 | +12.4% | 14,576 | +10.5% | 0.32% | +3.5% |
| Q1 2019 | $418,000 | +1.7% | 13,185 | -9.2% | 0.31% | +3.3% |
| Q4 2018 | $411,000 | -21.1% | 14,513 | -6.4% | 0.30% | -12.7% |
| Q3 2018 | $521,000 | -1.1% | 15,501 | -2.7% | 0.35% | -10.4% |
| Q2 2018 | $527,000 | -4.7% | 15,937 | -2.8% | 0.39% | -16.6% |
| Q1 2018 | $553,000 | -2.0% | 16,403 | -0.9% | 0.46% | +7.2% |
| Q4 2017 | $564,000 | -1.4% | 16,546 | -3.1% | 0.43% | -13.8% |
| Q3 2017 | $572,000 | +29.1% | 17,083 | +22.7% | 0.50% | +13.9% |
| Q2 2017 | $443,000 | +32.6% | 13,925 | +24.6% | 0.44% | +9.7% |
| Q1 2017 | $334,000 | – | 11,173 | – | 0.40% | – |
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% |