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 2020 | $19,558,000 | -11.0% | 622,864 | -15.7% | 3.06% | -11.3% |
| Q2 2020 | $21,979,000 | +9.1% | 738,781 | -5.2% | 3.45% | -3.4% |
| Q1 2020 | $20,138,000 | +705.2% | 779,342 | +948.1% | 3.58% | +765.6% |
| Q4 2019 | $2,501,000 | +7.8% | 74,357 | +2.2% | 0.41% | +0.7% |
| Q3 2019 | $2,319,000 | -3.4% | 72,790 | -2.7% | 0.41% | -6.4% |
| Q2 2019 | $2,400,000 | +3.1% | 74,803 | +0.6% | 0.44% | -0.2% |
| Q1 2019 | $2,327,000 | -1.9% | 74,329 | -11.2% | 0.44% | -9.7% |
| Q4 2018 | $2,372,000 | -14.4% | 83,674 | +1.2% | 0.49% | -22.1% |
| Q3 2018 | $2,772,000 | -1.8% | 82,662 | -3.2% | 0.62% | -11.6% |
| Q2 2018 | $2,823,000 | -3.5% | 85,402 | -1.6% | 0.71% | -1.3% |
| Q1 2018 | $2,925,000 | -0.5% | 86,759 | +0.5% | 0.72% | +1.7% |
| Q4 2017 | $2,941,000 | +5.4% | 86,315 | +3.5% | 0.70% | +0.3% |
| Q3 2017 | $2,791,000 | +6.5% | 83,400 | +1.2% | 0.70% | +10.9% |
| Q2 2017 | $2,620,000 | -11.8% | 82,441 | -17.1% | 0.63% | -12.9% |
| Q1 2017 | $2,969,000 | -7.0% | 99,401 | -13.9% | 0.73% | -12.4% |
| Q4 2016 | $3,194,000 | -3.4% | 115,405 | +0.5% | 0.83% | -7.1% |
| Q3 2016 | $3,306,000 | +6.6% | 114,841 | +0.4% | 0.89% | +0.7% |
| Q2 2016 | $3,100,000 | +2.4% | 114,355 | +2.4% | 0.89% | -1.3% |
| Q1 2016 | $3,028,000 | -23.6% | 111,684 | -22.4% | 0.90% | -24.2% |
| Q4 2015 | $3,965,000 | +6.2% | 143,855 | +5.5% | 1.18% | -2.0% |
| Q3 2015 | $3,732,000 | -8.8% | 136,352 | +1.5% | 1.21% | -2.6% |
| Q2 2015 | $4,093,000 | +16.0% | 134,324 | +15.1% | 1.24% | +14.1% |
| Q1 2015 | $3,528,000 | +5.2% | 116,705 | +0.6% | 1.09% | +0.3% |
| Q4 2014 | $3,355,000 | +34.1% | 116,036 | +43.9% | 1.08% | +22.5% |
| Q3 2014 | $2,501,000 | -5.8% | 80,627 | +0.2% | 0.88% | -9.0% |
| Q2 2014 | $2,654,000 | -2.5% | 80,469 | -6.9% | 0.97% | -7.0% |
| Q1 2014 | $2,723,000 | +7.9% | 86,443 | +8.0% | 1.05% | +6.5% |
| Q4 2013 | $2,524,000 | +31.3% | 80,035 | +26.5% | 0.98% | +17.0% |
| Q3 2013 | $1,922,000 | +65.7% | 63,255 | +48.6% | 0.84% | +61.3% |
| Q2 2013 | $1,160,000 | – | 42,578 | – | 0.52% | – |
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% |