SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 710 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,834 | -85.5% | 54 | -84.7% | 0.00% | -100.0% |
| Q2 2023 | $12,620 | -57.3% | 354 | -58.3% | 0.00% | -57.1% |
| Q1 2023 | $29,545 | -2.3% | 849 | -9.6% | 0.01% | 0.0% |
| Q4 2022 | $30,245 | +16.3% | 939 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $26,000 | -71.7% | 939 | -68.1% | 0.01% | -68.2% |
| Q2 2022 | $92,000 | -25.8% | 2,939 | -12.9% | 0.02% | -12.0% |
| Q1 2022 | $124,000 | -6.8% | 3,376 | -1.1% | 0.02% | +8.7% |
| Q4 2021 | $133,000 | -3.6% | 3,414 | -4.2% | 0.02% | -11.5% |
| Q3 2021 | $138,000 | -2.1% | 3,564 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $141,000 | +7.6% | 3,564 | +2.6% | 0.03% | +4.0% |
| Q1 2021 | $131,000 | +22.4% | 3,472 | +16.6% | 0.02% | +19.0% |
| Q4 2020 | $107,000 | +15.1% | 2,977 | 0.0% | 0.02% | +5.0% |
| Q3 2020 | $93,000 | +4.5% | 2,977 | 0.0% | 0.02% | -4.8% |
| Q2 2020 | $89,000 | +15.6% | 2,977 | +0.1% | 0.02% | 0.0% |
| Q1 2020 | $77,000 | -23.0% | 2,974 | 0.0% | 0.02% | 0.0% |
| Q4 2019 | $100,000 | +5.3% | 2,974 | +0.4% | 0.02% | 0.0% |
| Q2 2019 | $95,000 | -49.2% | 2,963 | -50.3% | 0.02% | -51.2% |
| Q1 2019 | $187,000 | +10.7% | 5,963 | 0.0% | 0.04% | -4.4% |
| Q4 2018 | $169,000 | -15.5% | 5,963 | +0.2% | 0.04% | 0.0% |
| Q3 2018 | $200,000 | +4.2% | 5,953 | +2.6% | 0.04% | -6.2% |
| Q2 2018 | $192,000 | -2.0% | 5,804 | 0.0% | 0.05% | -4.0% |
| Q1 2018 | $196,000 | +4800.0% | 5,804 | +4777.3% | 0.05% | +4900.0% |
| Q4 2017 | $4,000 | – | 119 | – | 0.00% | – |
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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% |