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 | $785,709 | -6.4% | 23,136 | -1.7% | 0.06% | -4.8% |
| Q2 2023 | $839,326 | +2.1% | 23,544 | -0.4% | 0.06% | -3.1% |
| Q1 2023 | $822,319 | +8.1% | 23,630 | +0.0% | 0.06% | +1.6% |
| Q4 2022 | $760,767 | +15.8% | 23,619 | +1.1% | 0.06% | +12.5% |
| Q3 2022 | $657,000 | -9.9% | 23,358 | +0.7% | 0.06% | -5.1% |
| Q2 2022 | $729,000 | -13.5% | 23,194 | +1.0% | 0.06% | -1.7% |
| Q1 2022 | $843,000 | -6.0% | 22,954 | -0.6% | 0.06% | -4.8% |
| Q4 2021 | $897,000 | +3.9% | 23,087 | +3.5% | 0.06% | -1.6% |
| Q3 2021 | $863,000 | -1.6% | 22,304 | +0.3% | 0.06% | -3.0% |
| Q2 2021 | $877,000 | +1.6% | 22,238 | -3.1% | 0.07% | -5.7% |
| Q1 2021 | $863,000 | +3.9% | 22,938 | -0.6% | 0.07% | -2.8% |
| Q4 2020 | $831,000 | +94.6% | 23,066 | +69.7% | 0.07% | -13.3% |
| Q3 2020 | $427,000 | -37.8% | 13,589 | -41.2% | 0.08% | +13.7% |
| Q2 2020 | $687,000 | -11.4% | 23,093 | -23.0% | 0.07% | -26.3% |
| Q1 2020 | $775,000 | -19.9% | 30,006 | +4.4% | 0.10% | -2.0% |
| Q4 2019 | $967,000 | +6.7% | 28,754 | +1.2% | 0.10% | -1.9% |
| Q3 2019 | $906,000 | -0.4% | 28,425 | +0.3% | 0.10% | -3.7% |
| Q2 2019 | $910,000 | +7.6% | 28,345 | +4.9% | 0.11% | +2.9% |
| Q1 2019 | $846,000 | +19.7% | 27,011 | +8.3% | 0.10% | +6.1% |
| Q4 2018 | $707,000 | -9.2% | 24,952 | +7.4% | 0.10% | +1.0% |
| Q3 2018 | $779,000 | +2.1% | 23,230 | +0.6% | 0.10% | -4.0% |
| Q2 2018 | $763,000 | +4.5% | 23,090 | +6.6% | 0.10% | +2.0% |
| Q1 2018 | $730,000 | +17.2% | 21,652 | +18.4% | 0.10% | +16.5% |
| Q4 2017 | $623,000 | +4.2% | 18,284 | +2.4% | 0.08% | 0.0% |
| Q3 2017 | $598,000 | +14.8% | 17,855 | +8.9% | 0.08% | +6.2% |
| Q2 2017 | $521,000 | +7.9% | 16,392 | +1.4% | 0.08% | +3.9% |
| Q1 2017 | $483,000 | -0.8% | 16,165 | -8.1% | 0.08% | -1.3% |
| Q4 2016 | $487,000 | +8.0% | 17,583 | +12.1% | 0.08% | +4.0% |
| Q3 2016 | $451,000 | +9.7% | 15,682 | +3.4% | 0.08% | +7.1% |
| Q2 2016 | $411,000 | +2.8% | 15,169 | +2.9% | 0.07% | -1.4% |
| Q1 2016 | $400,000 | +10.5% | 14,745 | +12.2% | 0.07% | +6.0% |
| Q4 2015 | $362,000 | +17.9% | 13,147 | +17.2% | 0.07% | +13.6% |
| Q3 2015 | $307,000 | +1.3% | 11,219 | +12.7% | 0.06% | +5.4% |
| Q2 2015 | $303,000 | +11.0% | 9,951 | +10.1% | 0.06% | +9.8% |
| Q1 2015 | $273,000 | +13.8% | 9,035 | +9.0% | 0.05% | +13.3% |
| Q4 2014 | $240,000 | – | 8,286 | – | 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% |