SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 731 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $2,249,000 | +20.9% | 75,601 | +5.0% | 1.05% | +24.7% |
| Q1 2020 | $1,860,000 | -25.1% | 71,981 | -2.5% | 0.84% | +22.8% |
| Q4 2019 | $2,484,000 | +14.7% | 73,862 | +8.7% | 0.69% | +72.0% |
| Q3 2019 | $2,165,000 | +6.3% | 67,960 | +7.1% | 0.40% | +10.8% |
| Q2 2019 | $2,036,000 | +3.6% | 63,434 | +1.0% | 0.36% | +5.9% |
| Q1 2019 | $1,966,000 | +29.1% | 62,797 | +16.9% | 0.34% | +9.6% |
| Q4 2018 | $1,523,000 | -18.8% | 53,722 | -3.9% | 0.31% | -23.6% |
| Q3 2018 | $1,875,000 | -3.7% | 55,909 | -5.1% | 0.41% | -7.9% |
| Q2 2018 | $1,947,000 | – | 58,906 | – | 0.44% | – |
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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% |