SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 841 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $4,690,705 | +23.9% | 126,913 | +13.8% | 1.98% | +18.0% |
| Q3 2023 | $3,786,847 | +26.4% | 111,509 | +32.7% | 1.67% | +32.9% |
| Q2 2023 | $2,994,780 | +11.5% | 84,005 | +8.9% | 1.26% | +5.0% |
| Q1 2023 | $2,685,705 | -1.2% | 77,175 | -8.5% | 1.20% | -6.5% |
| Q4 2022 | $2,717,883 | +20.2% | 84,380 | +5.0% | 1.28% | +8.5% |
| Q3 2022 | $2,261,000 | -57.6% | 80,365 | -44.7% | 1.18% | -49.6% |
| Q2 2022 | $5,334,000 | 0.0% | 145,261 | 0.0% | 2.35% | 0.0% |
| Q1 2022 | $5,334,000 | -1.5% | 145,261 | +4.3% | 2.35% | -1.9% |
| Q4 2021 | $5,413,000 | +4.5% | 139,250 | +4.0% | 2.39% | +1.8% |
| Q3 2021 | $5,182,000 | +1.2% | 133,904 | +3.1% | 2.35% | -2.0% |
| Q2 2021 | $5,122,000 | +4.3% | 129,834 | -0.5% | 2.40% | -4.2% |
| Q1 2021 | $4,911,000 | +11.4% | 130,547 | +6.7% | 2.50% | -4.7% |
| Q4 2020 | $4,407,000 | +18.0% | 122,405 | +2.9% | 2.63% | +9.0% |
| Q3 2020 | $3,734,000 | +2.0% | 118,992 | -3.3% | 2.41% | -2.3% |
| Q2 2020 | $3,662,000 | +11.4% | 123,078 | -3.2% | 2.47% | +3.8% |
| Q1 2020 | $3,286,000 | -27.6% | 127,155 | -5.0% | 2.38% | -25.2% |
| Q4 2018 | $4,538,000 | – | 133,856 | – | 3.18% | – |
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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% |