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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $29 | -99.0% | 1 | -98.9% | 0.00% | – |
| Q4 2022 | $2,813 | – | 87 | – | 0.00% | – |
| Q1 2021 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q4 2020 | $5,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $5,000 | +25.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $4,000 | -96.6% | 150 | -96.7% | 0.00% | -94.7% |
| Q1 2020 | $118,000 | -26.2% | 4,557 | -4.2% | 0.02% | -5.0% |
| Q4 2019 | $160,000 | +5.3% | 4,757 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $152,000 | -0.7% | 4,757 | 0.0% | 0.02% | -4.8% |
| Q2 2019 | $153,000 | +2.7% | 4,757 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $149,000 | +10.4% | 4,757 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $135,000 | -15.1% | 4,757 | 0.0% | 0.02% | 0.0% |
| Q3 2018 | $159,000 | +1.3% | 4,757 | 0.0% | 0.02% | -8.7% |
| Q2 2018 | $157,000 | -1.9% | 4,757 | 0.0% | 0.02% | -4.2% |
| Q1 2018 | $160,000 | -1.2% | 4,757 | 0.0% | 0.02% | +4.3% |
| Q4 2017 | $162,000 | -49.4% | 4,757 | -59.0% | 0.02% | -61.0% |
| Q4 2015 | $320,000 | +2.9% | 11,612 | +2.2% | 0.06% | -3.3% |
| Q3 2015 | $311,000 | -10.1% | 11,360 | 0.0% | 0.06% | -4.7% |
| Q2 2015 | $346,000 | +0.9% | 11,360 | 0.0% | 0.06% | -1.5% |
| Q1 2015 | $343,000 | +4.6% | 11,360 | 0.0% | 0.06% | +1.6% |
| Q4 2014 | $328,000 | -4.4% | 11,360 | +2.9% | 0.06% | -8.6% |
| Q3 2014 | $343,000 | – | 11,042 | – | 0.07% | – |
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% |