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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $37,113 | -4.1% | 1,092,847 | +0.7% | 6.58% | -1.7% |
Q2 2023 | $38,681 | +3.0% | 1,085,032 | +0.6% | 6.70% | -2.7% |
Q1 2023 | $37,538 | +8.6% | 1,078,666 | +0.5% | 6.88% | +2.7% |
Q4 2022 | $34,561 | -99.9% | 1,072,996 | +3.3% | 6.70% | +5.8% |
Q3 2022 | $29,222,000 | -5.9% | 1,038,812 | +5.2% | 6.33% | +0.5% |
Q2 2022 | $31,045,000 | -20.5% | 987,130 | -7.2% | 6.30% | -17.3% |
Q1 2022 | $39,042,000 | +5.4% | 1,063,231 | +11.5% | 7.62% | -0.6% |
Q4 2021 | $37,056,000 | +8.6% | 953,343 | +8.1% | 7.66% | -0.9% |
Q3 2021 | $34,122,000 | +2.3% | 881,713 | +4.3% | 7.73% | +2.1% |
Q2 2021 | $33,344,000 | +9.7% | 845,227 | +4.6% | 7.57% | +3.7% |
Q1 2021 | $30,390,000 | +9.1% | 807,805 | +4.4% | 7.30% | +3.1% |
Q4 2020 | $27,862,000 | +21.8% | 773,737 | +6.2% | 7.08% | +6.0% |
Q3 2020 | $22,871,000 | +6.8% | 728,376 | +1.2% | 6.68% | +2.0% |
Q2 2020 | $21,411,000 | +18.8% | 719,683 | +3.1% | 6.55% | +2.7% |
Q1 2020 | $18,030,000 | -26.5% | 697,771 | -4.3% | 6.38% | -11.6% |
Q4 2019 | $24,522,000 | +11.9% | 729,162 | +6.0% | 7.21% | +6.9% |
Q3 2019 | $21,915,000 | +1.4% | 687,838 | +2.2% | 6.75% | +4.2% |
Q2 2019 | $21,603,000 | +2.0% | 673,188 | -0.5% | 6.48% | +14.6% |
Q1 2019 | $21,179,000 | +12.0% | 676,423 | +1.4% | 5.65% | +43.5% |
Q4 2018 | $18,904,000 | -11.3% | 666,800 | +4.9% | 3.94% | -17.8% |
Q3 2018 | $21,315,000 | +12.0% | 635,697 | +10.4% | 4.79% | +2.9% |
Q2 2018 | $19,037,000 | +1.3% | 576,015 | +3.4% | 4.66% | -1.3% |
Q1 2018 | $18,787,000 | +49.8% | 557,326 | +51.4% | 4.72% | +71.2% |
Q4 2017 | $12,544,000 | – | 368,183 | – | 2.76% | – |
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% |