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 | $71,718,773 | +5.4% | 2,111,860 | +10.6% | 7.68% | +2.0% |
| Q2 2023 | $68,052,826 | +6.7% | 1,908,915 | +4.1% | 7.53% | +1.9% |
| Q1 2023 | $63,785,480 | +13.3% | 1,832,916 | +4.9% | 7.38% | +6.2% |
| Q4 2022 | $56,286,752 | +5.8% | 1,747,493 | -7.6% | 6.95% | -19.7% |
| Q3 2022 | $53,198,000 | -11.8% | 1,891,132 | -1.4% | 8.66% | -7.0% |
| Q2 2022 | $60,349,000 | -0.2% | 1,918,876 | +16.5% | 9.31% | +12.0% |
| Q1 2022 | $60,483,000 | -11.6% | 1,647,141 | -6.4% | 8.31% | -16.4% |
| Q4 2021 | $68,415,000 | +9.4% | 1,760,106 | +8.9% | 9.94% | -4.3% |
| Q3 2021 | $62,529,000 | +7.8% | 1,615,729 | +9.9% | 10.40% | +3.1% |
| Q2 2021 | $57,994,000 | +5.6% | 1,470,056 | +0.7% | 10.08% | +0.9% |
| Q1 2021 | $54,912,000 | +12.8% | 1,459,637 | +8.0% | 9.99% | +0.8% |
| Q4 2020 | $48,687,000 | +13.1% | 1,352,031 | -1.4% | 9.90% | +2.5% |
| Q3 2020 | $43,055,000 | +14.2% | 1,371,168 | +8.2% | 9.66% | +2.2% |
| Q2 2020 | $37,717,000 | +55.9% | 1,267,813 | +35.4% | 9.46% | +27.0% |
| Q1 2020 | $24,187,000 | +1942.8% | 936,030 | +2559.3% | 7.45% | +2191.4% |
| Q4 2019 | $1,184,000 | +15.3% | 35,198 | +9.1% | 0.32% | +10.5% |
| Q3 2019 | $1,027,000 | -0.6% | 32,248 | +0.2% | 0.29% | -11.7% |
| Q2 2019 | $1,033,000 | +4.6% | 32,195 | +2.0% | 0.33% | +3.1% |
| Q1 2019 | $988,000 | -3.4% | 31,560 | -12.5% | 0.32% | -13.4% |
| Q4 2018 | $1,023,000 | -14.7% | 36,087 | +0.9% | 0.37% | -5.8% |
| Q3 2018 | $1,199,000 | -0.5% | 35,765 | -1.9% | 0.40% | -5.3% |
| Q2 2018 | $1,205,000 | -8.4% | 36,452 | -6.6% | 0.42% | -1.9% |
| Q1 2018 | $1,315,000 | -5.9% | 39,017 | -4.8% | 0.43% | -12.3% |
| Q4 2017 | $1,397,000 | +10.3% | 41,001 | +8.3% | 0.49% | +2.7% |
| Q3 2017 | $1,267,000 | +3.9% | 37,865 | -1.3% | 0.47% | +2.6% |
| Q2 2017 | $1,220,000 | -2.3% | 38,380 | -8.2% | 0.46% | -7.6% |
| Q1 2017 | $1,249,000 | +19.2% | 41,807 | +10.4% | 0.50% | +5.7% |
| Q4 2016 | $1,048,000 | -3.2% | 37,864 | +0.6% | 0.47% | +5.8% |
| Q3 2016 | $1,083,000 | -4.5% | 37,630 | -10.0% | 0.45% | -3.7% |
| Q2 2016 | $1,134,000 | -39.3% | 41,831 | -39.3% | 0.46% | -40.9% |
| Q1 2016 | $1,869,000 | +1.7% | 68,950 | +3.4% | 0.78% | +7.8% |
| Q4 2015 | $1,838,000 | -18.2% | 66,683 | -18.8% | 0.73% | -40.4% |
| Q3 2015 | $2,247,000 | – | 82,095 | – | 1.22% | – |
Download | ||||||
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% |