SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 710 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $200,000 | -3.8% | 5,148 | -36.0% | 0.01% | -41.7% |
| Q1 2020 | $208,000 | -23.5% | 8,041 | -0.7% | 0.01% | 0.0% |
| Q4 2019 | $272,000 | -1.8% | 8,095 | -7.0% | 0.01% | -7.7% |
| Q3 2019 | $277,000 | -2.1% | 8,704 | -1.3% | 0.01% | 0.0% |
| Q2 2019 | $283,000 | +2.2% | 8,818 | -0.2% | 0.01% | 0.0% |
| Q1 2019 | $277,000 | +23.7% | 8,834 | +11.8% | 0.01% | 0.0% |
| Q4 2018 | $224,000 | -13.8% | 7,905 | +1.9% | 0.01% | 0.0% |
| Q3 2018 | $260,000 | +1.6% | 7,759 | 0.0% | 0.01% | -18.8% |
| Q2 2018 | $256,000 | -2.3% | 7,759 | 0.0% | 0.02% | -5.9% |
| Q1 2018 | $262,000 | -1.1% | 7,759 | -0.4% | 0.02% | +6.2% |
| Q4 2017 | $265,000 | +3.1% | 7,790 | +1.5% | 0.02% | -20.0% |
| Q3 2017 | $257,000 | -1.5% | 7,676 | -6.7% | 0.02% | -4.8% |
| Q2 2017 | $261,000 | +6.1% | 8,224 | 0.0% | 0.02% | +10.5% |
| Q1 2017 | $246,000 | +7.9% | 8,224 | 0.0% | 0.02% | 0.0% |
| Q4 2016 | $228,000 | – | 8,224 | – | 0.02% | – |
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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% |