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 2022 | $555,000 | -30.5% | 19,714 | -22.3% | 0.04% | -36.2% |
Q2 2022 | $798,000 | -18.1% | 25,385 | -4.3% | 0.06% | -18.3% |
Q1 2022 | $974,000 | -9.0% | 26,532 | -3.6% | 0.07% | -2.7% |
Q4 2021 | $1,070,000 | +3.4% | 27,525 | +2.9% | 0.07% | -14.1% |
Q3 2021 | $1,035,000 | -5.0% | 26,744 | -2.5% | 0.08% | -3.4% |
Q2 2021 | $1,089,000 | +4.4% | 27,420 | -1.1% | 0.09% | -12.0% |
Q1 2021 | $1,043,000 | -3.1% | 27,734 | -7.2% | 0.10% | -4.8% |
Q4 2020 | $1,076,000 | – | 29,876 | – | 0.10% | – |
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% |