SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 718 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 1.74 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $202 | -100.0% | 5,800 | -89.4% | 0.00% | -100.0% |
| Q3 2022 | $1,542,000 | -66.6% | 54,800 | -62.7% | 0.00% | -60.0% |
| Q2 2022 | $4,620,000 | +84.2% | 146,900 | +126.7% | 0.01% | +66.7% |
| Q3 2021 | $2,508,000 | +136.4% | 64,800 | +140.9% | 0.00% | +200.0% |
| Q2 2021 | $1,061,000 | -78.1% | 26,900 | -79.1% | 0.00% | -83.3% |
| Q1 2021 | $4,853,000 | +176.5% | 129,000 | +130.8% | 0.01% | +200.0% |
| Q3 2020 | $1,755,000 | +179.5% | 55,900 | +164.9% | 0.00% | +100.0% |
| Q2 2020 | $628,000 | +76.4% | 21,100 | +90.1% | 0.00% | – |
| Q2 2019 | $356,000 | -80.3% | 11,100 | -80.8% | 0.00% | -100.0% |
| Q1 2019 | $1,807,000 | -43.4% | 57,700 | -40.0% | 0.00% | 0.0% |
| Q2 2018 | $3,192,000 | +403.5% | 96,200 | +411.7% | 0.00% | +100.0% |
| Q1 2018 | $634,000 | – | 18,800 | – | 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% |