White Pine Investment CO - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 718 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 1.74 and the average weighting 1.1%.

Quarter-by-quarter ownership
White Pine Investment CO ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$5,920
-5.6%
174,321
-0.9%
2.08%
-3.7%
Q2 2023$6,269
+2.8%
175,857
+0.3%
2.16%
-1.3%
Q1 2023$6,099
+4.4%
175,271
-3.4%
2.19%
-1.4%
Q4 2022$5,842
-99.9%
181,362
-4.5%
2.22%
+0.4%
Q3 2022$5,342,000
-12.1%
189,904
-1.7%
2.21%
-7.8%
Q2 2022$6,074,000
-15.5%
193,142
-1.4%
2.40%
-1.7%
Q1 2022$7,189,000
-14.2%
195,791
-9.2%
2.44%
-12.4%
Q4 2021$8,378,000
-7.2%
215,528
-7.6%
2.79%
-11.6%
Q3 2021$9,025,000
-2.9%
233,197
-1.0%
3.16%
-1.4%
Q2 2021$9,293,000
+4.1%
235,572
-0.7%
3.20%
-3.4%
Q1 2021$8,927,000
+4.7%
237,287
+0.2%
3.32%
-4.0%
Q4 2020$8,526,000
+17.0%
236,770
+2.0%
3.45%
+3.0%
Q3 2020$7,287,000
-6.8%
232,083
-11.7%
3.35%
-13.1%
Q2 2020$7,817,000
-5.5%
262,762
-18.0%
3.86%
-18.6%
Q1 2020$8,276,000
-23.4%
320,289
-0.3%
4.74%
+7.1%
Q4 2019$10,803,000
+6.4%
321,226
+0.8%
4.43%
-4.0%
Q3 2019$10,153,000
-0.9%
318,689
-0.2%
4.61%
-4.8%
Q2 2019$10,250,000
+4.2%
319,415
+1.6%
4.84%
-1.7%
Q1 2019$9,839,000
+5.2%
314,245
-4.7%
4.92%
-1.5%
Q4 2018$9,349,000
-15.5%
329,755
-0.0%
5.00%
-5.6%
Q3 2018$11,060,000
+1.7%
329,840
+0.3%
5.30%
-6.0%
Q2 2018$10,871,000
-3.1%
328,922
-1.1%
5.63%
+2.8%
Q1 2018$11,213,000
-0.6%
332,620
+0.5%
5.48%
-1.6%
Q4 2017$11,281,000
+2.3%
331,105
+0.5%
5.57%
-5.0%
Q3 2017$11,024,000
+6.4%
329,374
+1.0%
5.86%
+6.2%
Q2 2017$10,360,000
+6.7%
325,994
+0.3%
5.52%
+5.5%
Q1 2017$9,711,000
+9.3%
325,100
+1.3%
5.24%
+8.9%
Q4 2016$8,881,000
+60.0%
320,844
+66.4%
4.81%
+47.7%
Q3 2016$5,550,000
+6.7%
192,777
+0.5%
3.26%
+4.4%
Q2 2016$5,202,000
+0.9%
191,879
+0.9%
3.12%
-0.6%
Q1 2016$5,155,000
-0.3%
190,159
+1.3%
3.14%
-1.5%
Q4 2015$5,173,000
+1.8%
187,706
+1.1%
3.19%
-2.2%
Q3 2015$5,083,000
-10.8%
185,713
-0.7%
3.26%
-1.8%
Q2 2015$5,701,000
+2.8%
187,097
+2.0%
3.32%
+4.8%
Q1 2015$5,546,000
+5.7%
183,468
+1.1%
3.17%
+3.8%
Q4 2014$5,247,000
+23.9%
181,511
+33.0%
3.05%
+19.4%
Q3 2014$4,234,000
-5.7%
136,493
+0.3%
2.56%
-5.6%
Q2 2014$4,488,000
+6.6%
136,083
+1.8%
2.71%
+0.3%
Q1 2014$4,211,000
+15.5%
133,698
+15.6%
2.70%
+8.3%
Q4 2013$3,646,000
+11.2%
115,651
+7.2%
2.49%
+0.1%
Q3 2013$3,279,000
+33.5%
107,919
+19.6%
2.49%
+27.4%
Q2 2013$2,457,00090,2331.95%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2020
NameSharesValueWeighting ↓
FINANCIAL CONSULATE, INC 1,261,994$42,857,31218.92%
Leverty Financial Group, LLC 763,759$25,940,19318.83%
Matrix Trust Co 1,973,036$67,00417.49%
ACT WEALTH MANAGEMENT, LLC 743,643$25,254,10216.95%
WEALTH MANAGEMENT RESOURCES, INC. 89,052$30,124,23614.56%
Evergreen Advisors, LLC 1,118,458$37,982,82613.70%
Koesten, Hirschmann & Crabtree, INC. 504,969$17,148,75313.44%
Paradigm, Strategies in Wealth Management, LLC 577,474$19,611,00412.50%
Riverpoint Wealth Management Holdings, LLC 1,046,418$35,536,34511.72%
Benchmark Financial Wealth Advisors, LLC 728,327$24,733,97511.62%
View complete list of SCHWAB STRATEGIC TR shareholders