SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 808 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,553,649 | +23.3% | 45,749 | +29.5% | 0.00% | +50.0% |
| Q2 2023 | $1,259,706 | +12.0% | 35,335 | +9.3% | 0.00% | 0.0% |
| Q1 2023 | $1,124,722 | -4.6% | 32,320 | -11.7% | 0.00% | 0.0% |
| Q4 2022 | $1,178,545 | +58.0% | 36,589 | +38.0% | 0.00% | +100.0% |
| Q3 2022 | $746,000 | -13.8% | 26,513 | -3.6% | 0.00% | -50.0% |
| Q2 2022 | $865,000 | -11.1% | 27,500 | +3.8% | 0.00% | 0.0% |
| Q1 2022 | $973,000 | -1.7% | 26,495 | +4.1% | 0.00% | 0.0% |
| Q4 2021 | $990,000 | +3.0% | 25,463 | +2.6% | 0.00% | 0.0% |
| Q3 2021 | $961,000 | -2.5% | 24,815 | -0.7% | 0.00% | 0.0% |
| Q2 2021 | $986,000 | +15.6% | 24,989 | +10.2% | 0.00% | +100.0% |
| Q1 2021 | $853,000 | +17.8% | 22,681 | +12.9% | 0.00% | 0.0% |
| Q4 2020 | $724,000 | +33.1% | 20,090 | +16.2% | 0.00% | 0.0% |
| Q3 2020 | $544,000 | -8.1% | 17,284 | -13.2% | 0.00% | 0.0% |
| Q2 2020 | $592,000 | +11.5% | 19,917 | -3.1% | 0.00% | 0.0% |
| Q1 2020 | $531,000 | -27.4% | 20,552 | -5.5% | 0.00% | 0.0% |
| Q4 2019 | $731,000 | – | 21,738 | – | 0.00% | – |
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% |