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 | $75,625,471 | -6.4% | 2,226,898 | -1.8% | 2.43% | -9.2% |
| Q2 2023 | $80,828,048 | -0.6% | 2,267,266 | -2.9% | 2.68% | -4.4% |
| Q1 2023 | $81,290,135 | +6.4% | 2,335,923 | -1.5% | 2.80% | +1.4% |
| Q4 2022 | $76,392,568 | +30.1% | 2,371,703 | +13.7% | 2.76% | -8.1% |
| Q3 2022 | $58,696,000 | +45.5% | 2,086,586 | +62.6% | 3.00% | +43.1% |
| Q2 2022 | $40,349,000 | -35.6% | 1,282,965 | -24.8% | 2.10% | -29.3% |
| Q1 2022 | $62,652,000 | +43.3% | 1,706,205 | +51.7% | 2.97% | +45.5% |
| Q4 2021 | $43,724,000 | +0.2% | 1,124,889 | -0.3% | 2.04% | -7.0% |
| Q3 2021 | $43,658,000 | -3.5% | 1,128,110 | -1.7% | 2.19% | -12.5% |
| Q2 2021 | $45,257,000 | +3.2% | 1,147,209 | -1.6% | 2.50% | -8.1% |
| Q1 2021 | $43,840,000 | +3.4% | 1,165,340 | -1.0% | 2.73% | -3.1% |
| Q4 2020 | $42,383,000 | +12.7% | 1,176,992 | -1.7% | 2.82% | -2.1% |
| Q3 2020 | $37,607,000 | +4.4% | 1,197,674 | -1.1% | 2.88% | -0.9% |
| Q2 2020 | $36,039,000 | -99.9% | 1,211,407 | -10.5% | 2.90% | -9.2% |
| Q1 2020 | $34,964,569,000 | +493262.1% | 1,353,118 | +542.1% | 3.20% | +495.0% |
| Q4 2019 | $7,087,000 | +5.5% | 210,728 | -0.1% | 0.54% | -8.7% |
| Q3 2019 | $6,719,000 | +66.0% | 210,899 | +67.2% | 0.59% | +79.8% |
| Q2 2019 | $4,048,000 | +2.7% | 126,131 | +0.2% | 0.33% | -3.0% |
| Q1 2019 | $3,942,000 | +13.0% | 125,913 | +2.4% | 0.34% | +1.2% |
| Q4 2018 | $3,488,000 | +495.2% | 123,020 | +603.5% | 0.33% | +552.9% |
| Q3 2018 | $586,000 | +22.9% | 17,487 | +21.2% | 0.05% | +18.6% |
| Q2 2018 | $477,000 | -96.5% | 14,432 | +3064.9% | 0.04% | -59.0% |
| Q1 2018 | $13,533,000 | +2804.1% | 456 | -96.7% | 0.10% | +138.6% |
| Q4 2017 | $466,000 | -12.7% | 13,683 | -14.2% | 0.04% | -15.4% |
| Q3 2017 | $534,000 | – | 15,948 | – | 0.05% | – |
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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% |