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 2021 | $659,000 | -93.4% | 17,050 | -93.3% | 0.08% | -93.7% |
| Q2 2021 | $9,970,000 | +97.9% | 252,750 | +88.8% | 1.31% | +77.0% |
| Q1 2021 | $5,037,000 | +4.5% | 133,900 | 0.0% | 0.74% | +1.8% |
| Q4 2020 | $4,822,000 | -25.1% | 133,900 | -34.7% | 0.72% | -27.5% |
| Q3 2020 | $6,442,000 | +5.6% | 205,150 | 0.0% | 1.00% | +2.6% |
| Q2 2020 | $6,103,000 | -35.4% | 205,150 | -43.9% | 0.98% | -37.3% |
| Q1 2020 | $9,453,000 | – | 365,820 | – | 1.56% | – |
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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% |