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 | $5,536,486 | -4.8% | 163,030 | -0.0% | 0.48% | +2.1% |
| Q2 2023 | $5,812,648 | +2.0% | 163,048 | -0.4% | 0.47% | +3.5% |
| Q1 2023 | $5,696,817 | +7.8% | 163,702 | -0.2% | 0.46% | +4.3% |
| Q4 2022 | $5,284,070 | +13.2% | 164,051 | -1.1% | 0.44% | +4.5% |
| Q3 2022 | $4,667,000 | -11.2% | 165,900 | -0.7% | 0.42% | -10.1% |
| Q2 2022 | $5,253,000 | -28.3% | 167,024 | -16.3% | 0.47% | -10.4% |
| Q1 2022 | $7,331,000 | -6.2% | 199,644 | -0.7% | 0.52% | -3.3% |
| Q4 2021 | $7,819,000 | -37.2% | 201,152 | -37.4% | 0.54% | -45.7% |
| Q3 2021 | $12,443,000 | -1.9% | 321,527 | -0.0% | 0.99% | -4.0% |
| Q2 2021 | $12,685,000 | +4.3% | 321,534 | -0.5% | 1.03% | -6.6% |
| Q1 2021 | $12,159,000 | +4.0% | 323,195 | -0.4% | 1.11% | -0.6% |
| Q4 2020 | $11,686,000 | +13.8% | 324,510 | -0.8% | 1.11% | +4.0% |
| Q3 2020 | $10,271,000 | +4.7% | 327,114 | -0.8% | 1.07% | +4.3% |
| Q2 2020 | $9,806,000 | +11.9% | 329,617 | -2.8% | 1.03% | -3.6% |
| Q1 2020 | $8,760,000 | +449.9% | 339,006 | +615.5% | 1.06% | +694.0% |
| Q4 2019 | $1,593,000 | +5.5% | 47,377 | -0.0% | 0.13% | -36.5% |
| Q3 2019 | $1,510,000 | +0.1% | 47,393 | +0.9% | 0.21% | -4.1% |
| Q2 2019 | $1,508,000 | -8.6% | 46,982 | -10.8% | 0.22% | 0.0% |
| Q1 2019 | $1,649,000 | +10.2% | 52,662 | -0.2% | 0.22% | +8.4% |
| Q4 2018 | $1,496,000 | +46.0% | 52,760 | +72.7% | 0.20% | +24.5% |
| Q3 2018 | $1,025,000 | -4.8% | 30,558 | -6.2% | 0.16% | -6.3% |
| Q2 2018 | $1,077,000 | -5.0% | 32,587 | -3.1% | 0.17% | -7.0% |
| Q1 2018 | $1,134,000 | -2.2% | 33,643 | -1.1% | 0.19% | +1.6% |
| Q4 2017 | $1,159,000 | +30.1% | 34,020 | +27.8% | 0.18% | +26.0% |
| Q3 2017 | $891,000 | +6.1% | 26,613 | +0.7% | 0.15% | +20.7% |
| Q2 2017 | $840,000 | +6.9% | 26,417 | +0.4% | 0.12% | +9.0% |
| Q1 2017 | $786,000 | +6.2% | 26,299 | -1.7% | 0.11% | -0.9% |
| Q4 2016 | $740,000 | -27.9% | 26,746 | -24.9% | 0.11% | -27.7% |
| Q3 2016 | $1,026,000 | +2.2% | 35,631 | -3.8% | 0.16% | -3.1% |
| Q2 2016 | $1,004,000 | +61.4% | 37,032 | +61.5% | 0.16% | +50.9% |
| Q1 2016 | $622,000 | +2.8% | 22,935 | +4.4% | 0.11% | +1.9% |
| Q4 2015 | $605,000 | +9.2% | 21,963 | +8.6% | 0.10% | +7.2% |
| Q3 2015 | $554,000 | -12.6% | 20,227 | -2.7% | 0.10% | -7.6% |
| Q2 2015 | $634,000 | +6.6% | 20,795 | +5.6% | 0.10% | +7.1% |
| Q1 2015 | $595,000 | -5.3% | 19,691 | -9.3% | 0.10% | -3.9% |
| Q4 2014 | $628,000 | +24.6% | 21,714 | +33.8% | 0.10% | +20.0% |
| Q3 2014 | $504,000 | -3.1% | 16,234 | +2.9% | 0.08% | -1.2% |
| Q2 2014 | $520,000 | +5.7% | 15,774 | +1.0% | 0.09% | 0.0% |
| Q1 2014 | $492,000 | +10.8% | 15,623 | +11.1% | 0.09% | +7.5% |
| Q4 2013 | $444,000 | +11.3% | 14,066 | +7.3% | 0.08% | 0.0% |
| Q3 2013 | $399,000 | +33.9% | 13,114 | +19.7% | 0.08% | +25.0% |
| Q2 2013 | $298,000 | – | 10,954 | – | 0.06% | – |
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% |