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 | $8,992,131 | +4.2% | 264,786 | +9.4% | 1.05% | +3.2% |
Q2 2023 | $8,630,741 | +10.5% | 242,097 | +7.9% | 1.02% | -0.6% |
Q1 2023 | $7,808,314 | +23.0% | 224,377 | +13.8% | 1.02% | +9.0% |
Q4 2022 | $6,348,846 | +22.4% | 197,108 | +6.9% | 0.94% | +10.7% |
Q3 2022 | $5,188,000 | -29.2% | 184,441 | -20.8% | 0.85% | -29.5% |
Q2 2022 | $7,324,000 | +4565.0% | 232,874 | +5351.2% | 1.20% | +4908.3% |
Q1 2022 | $157,000 | +4.7% | 4,272 | +10.6% | 0.02% | +4.3% |
Q4 2021 | $150,000 | +145.9% | 3,863 | +145.3% | 0.02% | +130.0% |
Q3 2021 | $61,000 | +13.0% | 1,575 | +14.1% | 0.01% | +11.1% |
Q2 2021 | $54,000 | +500.0% | 1,380 | +494.8% | 0.01% | +350.0% |
Q1 2021 | $9,000 | +80.0% | 232 | +75.8% | 0.00% | +100.0% |
Q4 2020 | $5,000 | -44.4% | 132 | -52.0% | 0.00% | -50.0% |
Q3 2020 | $9,000 | -83.6% | 275 | -85.1% | 0.00% | -88.2% |
Q2 2020 | $55,000 | -92.2% | 1,844 | -93.3% | 0.02% | -95.3% |
Q1 2020 | $709,000 | -81.7% | 27,436 | -76.0% | 0.36% | -78.9% |
Q4 2019 | $3,874,000 | +12.3% | 114,288 | +2.5% | 1.73% | -6.7% |
Q3 2019 | $3,450,000 | +1.0% | 111,482 | +4.7% | 1.86% | +0.2% |
Q2 2019 | $3,417,000 | +7.0% | 106,493 | +4.4% | 1.85% | -3.1% |
Q1 2019 | $3,194,000 | +28936.4% | 101,998 | +25722.3% | 1.91% | +23812.5% |
Q4 2018 | $11,000 | -15.4% | 395 | +0.8% | 0.01% | +14.3% |
Q3 2018 | $13,000 | 0.0% | 392 | 0.0% | 0.01% | -12.5% |
Q2 2018 | $13,000 | +8.3% | 392 | +14.0% | 0.01% | 0.0% |
Q1 2018 | $12,000 | -14.3% | 344 | -14.6% | 0.01% | -20.0% |
Q4 2017 | $14,000 | +7.7% | 403 | +0.2% | 0.01% | +42.9% |
Q3 2017 | $13,000 | +18.2% | 402 | +18.2% | 0.01% | 0.0% |
Q2 2017 | $11,000 | – | 340 | – | 0.01% | – |
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% |