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 | $5,253,288 | +0.2% | 154,690 | +5.2% | 0.04% | +2.3% |
| Q2 2023 | $5,244,270 | -0.3% | 147,104 | -2.7% | 0.04% | -17.0% |
| Q1 2023 | $5,259,048 | -15.8% | 151,122 | -22.1% | 0.05% | -23.2% |
| Q4 2022 | $6,246,025 | -30.1% | 193,915 | -39.0% | 0.07% | -38.9% |
| Q3 2022 | $8,941,000 | -23.6% | 317,844 | -14.6% | 0.11% | -29.4% |
| Q2 2022 | $11,700,000 | +1090.2% | 372,028 | +1289.8% | 0.16% | +1130.8% |
| Q1 2022 | $983,000 | -22.2% | 26,769 | -17.6% | 0.01% | -27.8% |
| Q4 2021 | $1,263,000 | +742.0% | 32,499 | +741.1% | 0.02% | +500.0% |
| Q3 2021 | $150,000 | +11.9% | 3,864 | +13.5% | 0.00% | +50.0% |
| Q2 2021 | $134,000 | +1240.0% | 3,405 | +1147.3% | 0.00% | – |
| Q1 2021 | $10,000 | 0.0% | 273 | 0.0% | 0.00% | – |
| Q4 2020 | $10,000 | +11.1% | 273 | 0.0% | 0.00% | – |
| Q3 2020 | $9,000 | +12.5% | 273 | 0.0% | 0.00% | – |
| Q2 2020 | $8,000 | -75.0% | 273 | -77.8% | 0.00% | -100.0% |
| Q1 2020 | $32,000 | -71.2% | 1,231 | -62.7% | 0.00% | -75.0% |
| Q4 2019 | $111,000 | +11.0% | 3,302 | +4.9% | 0.00% | 0.0% |
| Q3 2019 | $100,000 | -7.4% | 3,147 | -6.1% | 0.00% | 0.0% |
| Q2 2019 | $108,000 | -6.1% | 3,351 | -8.7% | 0.00% | -20.0% |
| Q1 2019 | $115,000 | +12.7% | 3,669 | +2.1% | 0.01% | 0.0% |
| Q4 2018 | $102,000 | -10.5% | 3,592 | +6.1% | 0.01% | 0.0% |
| Q3 2018 | $114,000 | -12.3% | 3,387 | -14.2% | 0.01% | -16.7% |
| Q2 2018 | $130,000 | +15.0% | 3,946 | +17.7% | 0.01% | -33.3% |
| Q1 2018 | $113,000 | +0.9% | 3,352 | +2.4% | 0.01% | 0.0% |
| Q4 2017 | $112,000 | +8.7% | 3,273 | +6.1% | 0.01% | +12.5% |
| Q3 2017 | $103,000 | -45.2% | 3,086 | -47.7% | 0.01% | -52.9% |
| Q2 2017 | $188,000 | +12.6% | 5,900 | +5.6% | 0.02% | +6.2% |
| Q1 2017 | $167,000 | +50.5% | 5,586 | +38.8% | 0.02% | +45.5% |
| Q4 2016 | $111,000 | -40.6% | 4,024 | -38.1% | 0.01% | -45.0% |
| Q3 2016 | $187,000 | -41.9% | 6,503 | -45.3% | 0.02% | -44.4% |
| Q2 2016 | $322,000 | -58.5% | 11,880 | -58.5% | 0.04% | -62.9% |
| Q1 2016 | $776,000 | +3.6% | 28,633 | +5.4% | 0.10% | -28.1% |
| Q4 2015 | $749,000 | +18.1% | 27,171 | +17.3% | 0.14% | -40.3% |
| Q3 2015 | $634,000 | -39.6% | 23,160 | -32.8% | 0.23% | -39.6% |
| Q2 2015 | $1,049,000 | -1.1% | 34,440 | -1.8% | 0.37% | -5.3% |
| Q1 2015 | $1,061,000 | +30.7% | 35,082 | +25.0% | 0.40% | +28.7% |
| Q4 2014 | $812,000 | +15.8% | 28,073 | +23.7% | 0.31% | +12.5% |
| Q3 2014 | $701,000 | +85.0% | 22,689 | +97.6% | 0.27% | +59.6% |
| Q2 2014 | $379,000 | – | 11,484 | – | 0.17% | – |
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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% |