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 | $4,526,375 | +109.8% | 133,286 | +120.2% | 0.09% | +113.6% |
| Q2 2023 | $2,157,948 | +4.8% | 60,532 | +2.3% | 0.04% | 0.0% |
| Q1 2023 | $2,059,272 | +21.7% | 59,174 | +12.6% | 0.04% | +12.8% |
| Q4 2022 | $1,691,992 | +9.9% | 52,530 | -4.0% | 0.04% | +25.8% |
| Q3 2022 | $1,539,000 | -8.1% | 54,698 | +2.8% | 0.03% | -3.1% |
| Q2 2022 | $1,674,000 | +7.7% | 53,226 | +25.7% | 0.03% | +18.5% |
| Q1 2022 | $1,555,000 | -2.0% | 42,344 | +3.8% | 0.03% | 0.0% |
| Q4 2021 | $1,586,000 | -12.5% | 40,797 | -12.9% | 0.03% | -18.2% |
| Q3 2021 | $1,812,000 | +3.1% | 46,826 | +5.1% | 0.03% | +3.1% |
| Q2 2021 | $1,758,000 | +25.7% | 44,561 | +19.8% | 0.03% | +18.5% |
| Q1 2021 | $1,399,000 | +61.9% | 37,196 | +55.1% | 0.03% | +50.0% |
| Q4 2020 | $864,000 | +203.2% | 23,985 | +164.2% | 0.02% | +200.0% |
| Q3 2020 | $285,000 | – | 9,079 | – | 0.01% | – |
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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% |