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 | $47,918 | -4.7% | 1,411 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $50,302 | -11.6% | 1,411 | -13.8% | 0.00% | 0.0% |
| Q1 2023 | $56,933 | +8.0% | 1,636 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $52,696 | -5.9% | 1,636 | -17.2% | 0.00% | -33.3% |
| Q3 2022 | $56,000 | -9.7% | 1,976 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $62,000 | -29.5% | 1,976 | -17.1% | 0.00% | 0.0% |
| Q1 2022 | $88,000 | -24.8% | 2,384 | -20.5% | 0.00% | -25.0% |
| Q4 2021 | $117,000 | -4.1% | 2,998 | -4.8% | 0.00% | -20.0% |
| Q3 2021 | $122,000 | -1.6% | 3,149 | 0.0% | 0.01% | -16.7% |
| Q2 2021 | $124,000 | -8.1% | 3,149 | -12.5% | 0.01% | 0.0% |
| Q1 2021 | $135,000 | +542.9% | 3,599 | +520.5% | 0.01% | +500.0% |
| Q4 2020 | $21,000 | -38.2% | 580 | -43.4% | 0.00% | -50.0% |
| Q2 2018 | $34,000 | +325.0% | 1,025 | +241.7% | 0.00% | +100.0% |
| Q3 2015 | $8,000 | -11.1% | 300 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $9,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $9,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $9,000 | +50.0% | 300 | +55.4% | 0.00% | 0.0% |
| Q2 2014 | $6,000 | – | 193 | – | 0.00% | – |
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% |