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 | $9,058,515 | +5.5% | 266,741 | +10.7% | 1.11% | +9.2% |
| Q2 2023 | $8,588,610 | +5.1% | 240,915 | +2.6% | 1.02% | -0.3% |
| Q1 2023 | $8,174,271 | +31.0% | 234,893 | +5.9% | 1.02% | +13.3% |
| Q3 2022 | $6,242,000 | -6.8% | 221,885 | +2.3% | 0.90% | +0.8% |
| Q2 2022 | $6,698,000 | -14.1% | 216,818 | -3.6% | 0.89% | -6.6% |
| Q1 2022 | $7,793,000 | +9.3% | 224,843 | +22.6% | 0.96% | +17.7% |
| Q4 2021 | $7,130,000 | +10.3% | 183,432 | +9.9% | 0.81% | -6.4% |
| Q3 2021 | $6,462,000 | +2.6% | 166,981 | +4.7% | 0.87% | -5.9% |
| Q2 2021 | $6,299,000 | +10.3% | 159,422 | +5.0% | 0.92% | -0.1% |
| Q1 2021 | $5,711,000 | +5.2% | 151,799 | +4.4% | 0.92% | -1.1% |
| Q4 2020 | $5,430,000 | +27.9% | 145,333 | +7.5% | 0.93% | +9.0% |
| Q3 2020 | $4,246,000 | +17.2% | 135,223 | +11.0% | 0.86% | -2.3% |
| Q2 2020 | $3,624,000 | +16.2% | 121,817 | +0.9% | 0.88% | +19.8% |
| Q1 2020 | $3,119,000 | -35.7% | 120,707 | -16.3% | 0.73% | -26.1% |
| Q4 2019 | $4,847,000 | +12.7% | 144,153 | +6.8% | 0.99% | +2.6% |
| Q3 2019 | $4,300,000 | +13.2% | 134,986 | +14.0% | 0.97% | +9.6% |
| Q2 2019 | $3,800,000 | +10.4% | 118,438 | +7.7% | 0.88% | +7.6% |
| Q1 2019 | $3,442,000 | +26.5% | 109,962 | +14.5% | 0.82% | +23.9% |
| Q4 2018 | $2,722,000 | -6.5% | 96,045 | +10.6% | 0.66% | -6.4% |
| Q3 2018 | $2,911,000 | +5.2% | 86,842 | +3.7% | 0.71% | -1.7% |
| Q2 2018 | $2,768,000 | +3.8% | 83,779 | +5.9% | 0.72% | -1.0% |
| Q1 2018 | $2,666,000 | +8.3% | 79,094 | +9.5% | 0.72% | +10.5% |
| Q4 2017 | $2,461,000 | +9.5% | 72,257 | +7.6% | 0.66% | +4.6% |
| Q3 2017 | $2,248,000 | +11.4% | 67,174 | +5.7% | 0.63% | +10.8% |
| Q2 2017 | $2,018,000 | +22.0% | 63,526 | +14.7% | 0.57% | +14.3% |
| Q1 2017 | $1,654,000 | +37.4% | 55,381 | +27.2% | 0.50% | +23.4% |
| Q4 2016 | $1,204,000 | +16.0% | 43,528 | +20.6% | 0.40% | +13.0% |
| Q3 2016 | $1,038,000 | +24.8% | 36,083 | +17.5% | 0.36% | +9.6% |
| Q2 2016 | $832,000 | +36.4% | 30,700 | +36.3% | 0.32% | +58.8% |
| Q1 2016 | $610,000 | +12.5% | 22,518 | +14.3% | 0.20% | +7.9% |
| Q4 2015 | $542,000 | +0.7% | 19,699 | +0.1% | 0.19% | -15.6% |
| Q3 2015 | $538,000 | -9.7% | 19,689 | +0.6% | 0.22% | -4.3% |
| Q2 2015 | $596,000 | +9.8% | 19,569 | +8.9% | 0.23% | +53.9% |
| Q1 2015 | $543,000 | +6.1% | 17,976 | +1.3% | 0.15% | -21.2% |
| Q4 2014 | $512,000 | -1.5% | 17,737 | +5.7% | 0.19% | +5.5% |
| Q3 2014 | $520,000 | -3.3% | 16,781 | +2.8% | 0.18% | -9.9% |
| Q2 2014 | $538,000 | +9.3% | 16,318 | +4.5% | 0.20% | +3.6% |
| Q1 2014 | $492,000 | -46.6% | 15,620 | -46.6% | 0.20% | +5.4% |
| Q4 2013 | $922,000 | +110.0% | 29,270 | +102.5% | 0.19% | -5.6% |
| Q3 2013 | $439,000 | +74.9% | 14,452 | +56.7% | 0.20% | +69.8% |
| Q2 2013 | $251,000 | – | 9,225 | – | 0.12% | – |
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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% |