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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $14,980,000 | -8.5% | 415,983 | -20.2% | 0.06% | -30.9% |
| Q3 2020 | $16,373,000 | +26.5% | 521,431 | +19.9% | 0.08% | +3.8% |
| Q2 2020 | $12,942,000 | +8.0% | 435,031 | -6.2% | 0.08% | -17.0% |
| Q1 2020 | $11,985,000 | -29.7% | 463,831 | -8.5% | 0.09% | -11.3% |
| Q4 2019 | $17,057,000 | +9.9% | 507,192 | +4.1% | 0.11% | -1.9% |
| Q3 2019 | $15,516,000 | -0.2% | 487,002 | 0.0% | 0.11% | +1.9% |
| Q2 2019 | $15,545,000 | +9.1% | 487,002 | +6.6% | 0.11% | +1.9% |
| Q1 2019 | $14,254,000 | +13.4% | 456,717 | +3.0% | 0.10% | -8.8% |
| Q4 2018 | $12,575,000 | +31.7% | 443,579 | +56.9% | 0.11% | +60.6% |
| Q3 2018 | $9,551,000 | +19.9% | 282,731 | +16.6% | 0.07% | -34.3% |
| Q2 2018 | $7,964,000 | -10.1% | 242,519 | -7.7% | 0.11% | -6.9% |
| Q1 2018 | $8,854,000 | -28.5% | 262,662 | -27.8% | 0.12% | -30.1% |
| Q4 2017 | $12,388,000 | -3.0% | 363,593 | -5.3% | 0.17% | -28.4% |
| Q3 2017 | $12,765,000 | +10.5% | 383,790 | +5.6% | 0.23% | +15.4% |
| Q2 2017 | $11,547,000 | +47.2% | 363,593 | +38.5% | 0.20% | +37.7% |
| Q1 2017 | $7,844,000 | – | 262,608 | – | 0.15% | – |
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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% |