SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 787 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $98,371,401 | +2.0% | 2,896,684 | +7.1% | 4.12% | +7.3% |
| Q2 2023 | $96,431,516 | +11.2% | 2,704,951 | +8.5% | 3.83% | +8.9% |
| Q1 2023 | $86,725,169 | +121.0% | 2,492,103 | +104.5% | 3.52% | +126.2% |
| Q4 2022 | $39,245,586 | +24.1% | 1,218,429 | +8.3% | 1.56% | +9.3% |
| Q3 2022 | $31,635,000 | -4.7% | 1,124,592 | +6.6% | 1.42% | +0.6% |
| Q2 2022 | $33,180,000 | -30.3% | 1,055,015 | -18.6% | 1.42% | -25.0% |
| Q1 2022 | $47,594,000 | +6.1% | 1,296,122 | +12.3% | 1.89% | +2.4% |
| Q4 2021 | $44,862,000 | +4.4% | 1,154,163 | +4.0% | 1.84% | -6.9% |
| Q3 2021 | $42,954,000 | +8.9% | 1,109,923 | +11.0% | 1.98% | +7.1% |
| Q2 2021 | $39,441,000 | +10.8% | 999,762 | +5.6% | 1.85% | +0.8% |
| Q1 2021 | $35,603,000 | +37.3% | 946,390 | +31.4% | 1.84% | +37.6% |
| Q4 2020 | $25,929,000 | +18.1% | 720,059 | +3.0% | 1.33% | +15.0% |
| Q3 2020 | $21,951,000 | +11.4% | 699,070 | +5.6% | 1.16% | +4.3% |
| Q2 2020 | $19,696,000 | +70.1% | 662,038 | +47.7% | 1.11% | +38.0% |
| Q1 2020 | $11,582,000 | -2.4% | 448,209 | +27.1% | 0.81% | +15.5% |
| Q4 2019 | $11,863,000 | +10.9% | 352,753 | +5.0% | 0.70% | +6.2% |
| Q3 2019 | $10,701,000 | +6.2% | 335,883 | +6.9% | 0.66% | +0.8% |
| Q2 2019 | $10,080,000 | +16.4% | 314,105 | +13.6% | 0.65% | +8.5% |
| Q1 2019 | $8,657,000 | +56.1% | 276,493 | +41.4% | 0.60% | +43.8% |
| Q4 2018 | $5,545,000 | -25.8% | 195,587 | -12.2% | 0.42% | -30.1% |
| Q3 2018 | $7,471,000 | +9.4% | 222,804 | +7.8% | 0.60% | -2.0% |
| Q2 2018 | $6,830,000 | +6.1% | 206,661 | +8.2% | 0.61% | +10.3% |
| Q1 2018 | $6,436,000 | +35.9% | 190,929 | +37.3% | 0.55% | +27.4% |
| Q4 2017 | $4,737,000 | -4.7% | 139,041 | -6.4% | 0.43% | +10.7% |
| Q3 2017 | $4,972,000 | +20.6% | 148,541 | +14.5% | 0.39% | +13.0% |
| Q2 2017 | $4,124,000 | +62.6% | 129,765 | +52.8% | 0.35% | +52.9% |
| Q1 2017 | $2,536,000 | +11.1% | 84,901 | +3.0% | 0.23% | -6.6% |
| Q4 2016 | $2,282,000 | – | 82,438 | – | 0.24% | – |
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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% |