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 | $2,591 | -1.8% | 76,288 | +3.1% | 0.88% | +5.9% |
| Q2 2023 | $2,638 | +7.0% | 73,997 | +4.4% | 0.84% | +1.8% |
| Q1 2023 | $2,466 | +1015.8% | 70,852 | +934.8% | 0.82% | +926.2% |
| Q4 2022 | $221 | -100.0% | 6,847 | -90.8% | 0.08% | -89.5% |
| Q2 2022 | $2,339,000 | -13.1% | 74,359 | +1.4% | 0.76% | +7.8% |
| Q1 2022 | $2,693,000 | +0.1% | 73,344 | +6.0% | 0.71% | +5.8% |
| Q4 2021 | $2,689,000 | +6.3% | 69,186 | +5.9% | 0.67% | -2.5% |
| Q3 2021 | $2,529,000 | +3.8% | 65,353 | +5.8% | 0.69% | +1.8% |
| Q2 2021 | $2,436,000 | +6.6% | 61,752 | +1.7% | 0.67% | -0.6% |
| Q1 2021 | $2,285,000 | +0.8% | 60,749 | -3.5% | 0.68% | -7.6% |
| Q4 2020 | $2,266,000 | +20.0% | 62,921 | +4.6% | 0.73% | +4.4% |
| Q3 2020 | $1,888,000 | +7.9% | 60,133 | +2.2% | 0.70% | -1.4% |
| Q2 2020 | $1,750,000 | +13.7% | 58,810 | -1.3% | 0.71% | -7.4% |
| Q1 2020 | $1,539,000 | -18.1% | 59,566 | +6.6% | 0.77% | -2.2% |
| Q4 2019 | $1,879,000 | +4.4% | 55,880 | -1.1% | 0.79% | -8.0% |
| Q3 2019 | $1,799,000 | +6.3% | 56,480 | +7.0% | 0.86% | +3.5% |
| Q2 2019 | $1,693,000 | +2.7% | 52,769 | +0.3% | 0.83% | +5.0% |
| Q1 2019 | $1,648,000 | +11.3% | 52,627 | +0.8% | 0.79% | +6.5% |
| Q4 2018 | $1,481,000 | -58.5% | 52,227 | -51.0% | 0.74% | -52.3% |
| Q3 2018 | $3,572,000 | -14.1% | 106,524 | -15.3% | 1.55% | -19.0% |
| Q2 2018 | $4,158,000 | -21.1% | 125,813 | -19.5% | 1.91% | -23.2% |
| Q1 2018 | $5,271,000 | +1.9% | 156,364 | +3.0% | 2.49% | -3.1% |
| Q4 2017 | $5,172,000 | +2.5% | 151,810 | +0.7% | 2.57% | +1.3% |
| Q3 2017 | $5,044,000 | +12.1% | 150,696 | +6.5% | 2.54% | +5.6% |
| Q2 2017 | $4,498,000 | +9.0% | 141,534 | +2.5% | 2.40% | +5.0% |
| Q1 2017 | $4,125,000 | +30.0% | 138,102 | +20.5% | 2.29% | +15.7% |
| Q4 2016 | $3,173,000 | +7.5% | 114,628 | +11.8% | 1.98% | +2.4% |
| Q3 2016 | $2,951,000 | – | 102,500 | – | 1.93% | – |
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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% |