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 | $244,550 | -4.1% | 7,201 | +0.7% | 0.33% | -16.8% |
| Q2 2023 | $254,951 | +3.8% | 7,151 | +1.3% | 0.39% | -0.5% |
| Q1 2023 | $245,677 | +8.0% | 7,060 | 0.0% | 0.39% | +1.0% |
| Q4 2022 | $227,392 | +15.4% | 7,060 | +0.8% | 0.39% | +8.3% |
| Q3 2022 | $197,000 | -35.0% | 7,001 | -27.4% | 0.36% | -27.3% |
| Q2 2022 | $303,000 | -13.9% | 9,645 | +0.6% | 0.50% | -1.6% |
| Q1 2022 | $352,000 | +1000.0% | 9,588 | +1082.2% | 0.50% | +1126.8% |
| Q4 2021 | $32,000 | +6.7% | 811 | +5.6% | 0.04% | +5.1% |
| Q3 2021 | $30,000 | +3.4% | 768 | +2.7% | 0.04% | 0.0% |
| Q2 2021 | $29,000 | +7.4% | 748 | +5.4% | 0.04% | 0.0% |
| Q1 2021 | $27,000 | +12.5% | 710 | +6.0% | 0.04% | +8.3% |
| Q4 2020 | $24,000 | +26.3% | 670 | +12.0% | 0.04% | +12.5% |
| Q3 2020 | $19,000 | +18.8% | 598 | +11.6% | 0.03% | -5.9% |
| Q2 2020 | $16,000 | +23.1% | 536 | +10.3% | 0.03% | +21.4% |
| Q1 2020 | $13,000 | -7.1% | 486 | +18.8% | 0.03% | -3.4% |
| Q4 2019 | $14,000 | +40.0% | 409 | +25.5% | 0.03% | +31.8% |
| Q3 2019 | $10,000 | 0.0% | 326 | +9.8% | 0.02% | -15.4% |
| Q2 2019 | $10,000 | -58.3% | 297 | -60.8% | 0.03% | -56.7% |
| Q1 2019 | $24,000 | +200.0% | 758 | +182.8% | 0.06% | +130.8% |
| Q4 2018 | $8,000 | -11.1% | 268 | +2.7% | 0.03% | -7.1% |
| Q3 2018 | $9,000 | 0.0% | 261 | 0.0% | 0.03% | -9.7% |
| Q2 2018 | $9,000 | +50.0% | 261 | +39.6% | 0.03% | +47.6% |
| Q1 2018 | $6,000 | +50.0% | 187 | +47.2% | 0.02% | +10.5% |
| Q4 2017 | $4,000 | 0.0% | 127 | +2.4% | 0.02% | -5.0% |
| Q3 2017 | $4,000 | 0.0% | 124 | 0.0% | 0.02% | -9.1% |
| Q2 2017 | $4,000 | – | 124 | – | 0.02% | – |
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% |