SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 718 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 1.74 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $36,000 | -10.0% | 1,293 | 0.0% | 0.01% | -7.7% |
| Q2 2022 | $40,000 | -14.9% | 1,293 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $47,000 | -6.0% | 1,293 | 0.0% | 0.01% | -7.1% |
| Q4 2021 | $50,000 | 0.0% | 1,293 | 0.0% | 0.01% | -6.7% |
| Q3 2021 | $50,000 | -34.2% | 1,293 | -33.2% | 0.02% | -34.8% |
| Q2 2021 | $76,000 | -2.6% | 1,935 | -7.2% | 0.02% | -4.2% |
| Q1 2021 | $78,000 | -62.5% | 2,086 | -64.0% | 0.02% | -64.7% |
| Q4 2020 | $208,000 | +20.9% | 5,787 | +5.5% | 0.07% | +6.2% |
| Q3 2020 | $172,000 | +681.8% | 5,487 | +617.3% | 0.06% | +700.0% |
| Q2 2020 | $22,000 | -18.5% | 765 | -28.8% | 0.01% | -27.3% |
| Q1 2020 | $27,000 | -87.4% | 1,075 | -83.1% | 0.01% | -84.5% |
| Q4 2019 | $215,000 | – | 6,365 | – | 0.07% | – |
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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% |