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 2023 | $3,252,616 | -0.2% | 88,004 | -8.3% | 0.11% | -15.8% |
| Q3 2023 | $3,258,229 | -15.1% | 95,943 | -10.8% | 0.13% | -18.4% |
| Q2 2023 | $3,835,935 | +1.6% | 107,600 | -0.8% | 0.16% | -6.9% |
| Q1 2023 | $3,774,304 | +7.3% | 108,457 | -0.7% | 0.18% | -3.8% |
| Q4 2022 | $3,516,624 | +13.4% | 109,178 | -0.9% | 0.18% | +1.1% |
| Q3 2022 | $3,100,000 | -4.3% | 110,189 | +7.0% | 0.18% | -10.4% |
| Q2 2022 | $3,240,000 | -17.1% | 103,017 | -3.2% | 0.20% | +12.3% |
| Q1 2022 | $3,909,000 | -7.4% | 106,444 | -2.0% | 0.18% | -14.4% |
| Q4 2021 | $4,222,000 | +3.7% | 108,620 | +3.2% | 0.21% | -33.4% |
| Q3 2021 | $4,073,000 | -0.5% | 105,238 | +1.4% | 0.31% | -5.7% |
| Q2 2021 | $4,092,000 | +1.4% | 103,737 | -3.3% | 0.33% | -17.0% |
| Q1 2021 | $4,036,000 | +1.1% | 107,275 | -3.2% | 0.40% | -16.1% |
| Q4 2020 | $3,992,000 | +8.9% | 110,864 | -5.1% | 0.48% | -10.7% |
| Q3 2020 | $3,667,000 | +0.3% | 116,782 | -5.0% | 0.54% | -6.3% |
| Q2 2020 | $3,656,000 | +62.6% | 122,882 | +41.2% | 0.57% | +51.1% |
| Q1 2020 | $2,248,000 | +23.3% | 87,002 | +60.5% | 0.38% | +21.5% |
| Q4 2019 | $1,823,000 | -0.8% | 54,209 | -6.0% | 0.31% | -6.3% |
| Q3 2019 | $1,837,000 | +6.0% | 57,669 | +6.8% | 0.33% | +6.8% |
| Q2 2019 | $1,733,000 | +16.4% | 53,992 | +13.5% | 0.31% | +10.7% |
| Q1 2019 | $1,489,000 | +7.6% | 47,566 | -2.6% | 0.28% | 0.0% |
| Q4 2018 | $1,384,000 | -17.7% | 48,829 | -2.7% | 0.28% | -23.6% |
| Q3 2018 | $1,682,000 | +11.7% | 50,159 | +11.5% | 0.37% | -4.9% |
| Q3 2017 | $1,506,000 | +10.1% | 44,982 | +4.5% | 0.39% | +4.9% |
| Q2 2017 | $1,368,000 | +12.8% | 43,035 | +6.0% | 0.37% | +5.1% |
| Q1 2017 | $1,213,000 | +37.4% | 40,598 | +27.3% | 0.35% | +32.5% |
| Q4 2016 | $883,000 | +2.3% | 31,888 | +6.4% | 0.26% | -4.3% |
| Q3 2016 | $863,000 | +28.2% | 29,962 | +20.6% | 0.28% | +19.9% |
| Q2 2016 | $673,000 | +0.4% | 24,835 | -0.6% | 0.23% | -3.8% |
| Q1 2016 | $670,000 | – | 24,988 | – | 0.24% | – |
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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% |