SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 489 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,406,406 | +72.7% | 70,860 | +81.3% | 0.00% | 0.0% |
| Q2 2023 | $1,393,523 | +295764.8% | 39,089 | +188.9% | 0.00% | – |
| Q1 2023 | $471 | +16.3% | 13,530 | +7.6% | 0.00% | – |
| Q4 2022 | $405 | -100.0% | 12,571 | -95.4% | 0.00% | -100.0% |
| Q3 2022 | $7,617,000 | +817.7% | 270,786 | +1098.0% | 0.01% | – |
| Q1 2022 | $830,000 | +213.2% | 22,604 | +206.9% | 0.00% | – |
| Q4 2020 | $265,000 | -75.8% | 7,365 | -78.8% | 0.00% | -100.0% |
| Q3 2020 | $1,093,000 | -24.1% | 34,796 | -28.2% | 0.00% | -50.0% |
| Q2 2020 | $1,441,000 | +232.0% | 48,451 | +275.5% | 0.00% | +100.0% |
| Q4 2019 | $434,000 | +32.3% | 12,902 | +25.1% | 0.00% | 0.0% |
| Q3 2019 | $328,000 | -47.9% | 10,316 | -47.3% | 0.00% | 0.0% |
| Q2 2019 | $629,000 | +13.3% | 19,588 | +0.1% | 0.00% | 0.0% |
| Q4 2018 | $555,000 | +138.2% | 19,562 | +181.1% | 0.00% | – |
| Q3 2017 | $233,000 | -57.2% | 6,959 | -61.8% | 0.00% | -100.0% |
| Q1 2017 | $545,000 | +101.1% | 18,237 | +86.4% | 0.00% | 0.0% |
| Q4 2016 | $271,000 | – | 9,786 | – | 0.00% | – |
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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% |