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 | $12,050,162 | -3.4% | 354,834 | +1.4% | 1.04% | +0.5% |
| Q2 2023 | $12,477,286 | +11.4% | 349,994 | +8.8% | 1.03% | +8.1% |
| Q1 2023 | $11,196,517 | +2.1% | 321,739 | -5.5% | 0.96% | -3.6% |
| Q4 2022 | $10,966,731 | +149.9% | 340,476 | +118.3% | 0.99% | +138.2% |
| Q3 2022 | $4,388,000 | +4.7% | 155,983 | +17.1% | 0.42% | +10.9% |
| Q2 2022 | $4,190,000 | -14.2% | 133,217 | +0.2% | 0.38% | -1.1% |
| Q1 2022 | $4,881,000 | -7.8% | 132,936 | -2.4% | 0.38% | -4.5% |
| Q4 2021 | $5,295,000 | +27.3% | 136,222 | +26.7% | 0.40% | +17.8% |
| Q3 2021 | $4,159,000 | -3.2% | 107,478 | -1.3% | 0.34% | -6.9% |
| Q2 2021 | $4,295,000 | +2.8% | 108,871 | -2.0% | 0.36% | -4.0% |
| Q1 2021 | $4,178,000 | +11.6% | 111,060 | +6.8% | 0.38% | +6.5% |
| Q4 2020 | $3,744,000 | +12.3% | 103,964 | -2.1% | 0.35% | +2.9% |
| Q3 2020 | $3,335,000 | +2.9% | 106,195 | -2.5% | 0.34% | -3.6% |
| Q2 2020 | $3,241,000 | +185.6% | 108,925 | +148.1% | 0.36% | +142.9% |
| Q1 2020 | $1,135,000 | – | 43,908 | – | 0.15% | – |
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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% |