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 | $3,520,429 | -4.2% | 103,664 | +0.5% | 0.34% | -35.6% |
| Q2 2023 | $3,676,371 | +3.6% | 103,124 | +1.1% | 0.52% | +1.2% |
| Q1 2023 | $3,549,739 | +8.7% | 102,004 | +0.6% | 0.52% | +9.0% |
| Q4 2022 | $3,266,062 | +21.3% | 101,399 | +6.0% | 0.48% | +8.2% |
| Q3 2022 | $2,692,000 | -12.1% | 95,699 | -1.7% | 0.44% | -6.0% |
| Q2 2022 | $3,062,000 | -5.4% | 97,344 | +10.4% | 0.47% | +8.1% |
| Q1 2022 | $3,237,000 | -8.0% | 88,159 | -2.6% | 0.43% | -4.2% |
| Q4 2021 | $3,518,000 | +0.5% | 90,509 | +0.0% | 0.45% | -7.0% |
| Q3 2021 | $3,502,000 | -1.5% | 90,474 | +0.4% | 0.49% | -0.6% |
| Q2 2021 | $3,554,000 | +4.9% | 90,084 | +0.0% | 0.49% | +0.4% |
| Q1 2021 | $3,388,000 | +8.3% | 90,049 | +3.7% | 0.49% | +2.3% |
| Q4 2020 | $3,127,000 | +351.2% | 86,829 | +293.3% | 0.48% | +313.9% |
| Q3 2020 | $693,000 | +13.8% | 22,079 | +7.9% | 0.12% | +5.5% |
| Q2 2020 | $609,000 | +27.9% | 20,459 | +10.9% | 0.11% | +12.4% |
| Q1 2020 | $476,000 | +33.3% | 18,449 | +73.9% | 0.10% | +73.2% |
| Q4 2019 | $357,000 | +21.4% | 10,612 | +14.8% | 0.06% | +9.8% |
| Q3 2019 | $294,000 | +37.4% | 9,240 | +38.7% | 0.05% | +34.2% |
| Q2 2019 | $214,000 | – | 6,660 | – | 0.04% | – |
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% |