SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 200 filers reported holding SCHWAB STRATEGIC TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $424 | -23.2% | 12,495 | -19.4% | 0.01% | -22.2% |
| Q2 2023 | $552 | +2.4% | 15,497 | 0.0% | 0.02% | -5.3% |
| Q1 2023 | $539 | +8.0% | 15,497 | 0.0% | 0.02% | +5.6% |
| Q4 2022 | $499 | -99.8% | 15,497 | +87.3% | 0.02% | +5.9% |
| Q4 2019 | $278,000 | +19.3% | 8,272 | +13.5% | 0.02% | +13.3% |
| Q3 2019 | $233,000 | +3.6% | 7,290 | +4.0% | 0.02% | 0.0% |
| Q2 2019 | $225,000 | +78.6% | 7,011 | +61.2% | 0.02% | -64.3% |
| Q4 2014 | $126,000 | – | 4,348 | – | 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% |