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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $2,458,000 | +4.9% | 68,269 | -8.5% | 1.43% | -2.3% |
| Q3 2020 | $2,344,000 | +3.9% | 74,640 | -1.6% | 1.46% | +2.9% |
| Q2 2020 | $2,256,000 | +39.4% | 75,821 | +21.1% | 1.42% | +23.7% |
| Q1 2020 | $1,618,000 | +19.4% | 62,634 | +56.7% | 1.15% | +23.1% |
| Q4 2019 | $1,355,000 | +4.9% | 39,977 | -1.4% | 0.93% | +0.3% |
| Q3 2019 | $1,292,000 | -1.6% | 40,552 | -0.9% | 0.93% | -6.8% |
| Q2 2019 | $1,313,000 | +1.2% | 40,928 | -1.2% | 1.00% | -5.2% |
| Q1 2019 | $1,297,000 | -15.1% | 41,424 | -23.2% | 1.05% | +4.5% |
| Q4 2018 | $1,528,000 | +26.6% | 53,911 | +49.7% | 1.01% | -7.9% |
| Q3 2018 | $1,207,000 | +3.6% | 36,002 | +2.1% | 1.10% | -2.9% |
| Q2 2018 | $1,165,000 | +0.3% | 35,256 | +2.4% | 1.13% | -5.8% |
| Q1 2018 | $1,161,000 | -4.3% | 34,428 | -3.3% | 1.20% | -5.7% |
| Q4 2017 | $1,213,000 | – | 35,599 | – | 1.27% | – |
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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% |