SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 731 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $278,000 | -53.2% | 10,748 | -39.2% | 0.17% | -43.0% |
| Q4 2019 | $594,000 | -81.4% | 17,670 | -82.4% | 0.30% | -82.9% |
| Q3 2019 | $3,192,000 | -1.4% | 100,174 | -0.7% | 1.75% | -2.4% |
| Q2 2019 | $3,237,000 | +0.0% | 100,881 | -2.4% | 1.79% | -1.8% |
| Q1 2019 | $3,236,000 | +9.4% | 103,341 | -1.0% | 1.83% | -20.6% |
| Q4 2018 | $2,959,000 | -14.1% | 104,377 | +1.7% | 2.30% | -4.2% |
| Q3 2018 | $3,443,000 | +0.1% | 102,672 | -1.3% | 2.40% | -4.3% |
| Q2 2018 | $3,439,000 | -4.7% | 104,041 | -2.8% | 2.51% | -5.7% |
| Q1 2018 | $3,607,000 | +0.5% | 106,991 | +1.6% | 2.66% | -5.5% |
| Q4 2017 | $3,588,000 | – | 105,298 | – | 2.82% | – |
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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% |