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 | $1,539 | -4.8% | 45,318 | 0.0% | 0.24% | -2.1% |
| Q2 2023 | $1,616 | +2.5% | 45,318 | +0.1% | 0.24% | -6.9% |
| Q1 2023 | $1,576 | +8.0% | 45,287 | 0.0% | 0.26% | +2.4% |
| Q4 2022 | $1,459 | -99.9% | 45,287 | +7.4% | 0.25% | +9.5% |
| Q3 2022 | $1,186,000 | -11.5% | 42,159 | -1.0% | 0.23% | -8.0% |
| Q2 2022 | $1,340,000 | -18.4% | 42,592 | -4.8% | 0.25% | -8.1% |
| Q1 2022 | $1,643,000 | -2.8% | 44,732 | +2.9% | 0.27% | 0.0% |
| Q4 2021 | $1,690,000 | -2.8% | 43,479 | -3.2% | 0.27% | -11.9% |
| Q3 2021 | $1,738,000 | -0.8% | 44,904 | +1.1% | 0.31% | -1.3% |
| Q2 2021 | $1,752,000 | +11.2% | 44,404 | +6.1% | 0.31% | +8.7% |
| Q1 2021 | $1,575,000 | -0.6% | 41,868 | -4.9% | 0.29% | -17.4% |
| Q4 2020 | $1,585,000 | +14.8% | 44,005 | +0.1% | 0.35% | +1.7% |
| Q3 2020 | $1,381,000 | +9.6% | 43,968 | +3.8% | 0.34% | +3.3% |
| Q2 2020 | $1,260,000 | +15.1% | 42,356 | -0.1% | 0.33% | -2.9% |
| Q1 2020 | $1,095,000 | +5.4% | 42,378 | +37.2% | 0.34% | +29.4% |
| Q4 2019 | $1,039,000 | -19.3% | 30,887 | -23.6% | 0.26% | -25.6% |
| Q3 2019 | $1,288,000 | -23.2% | 40,418 | -22.7% | 0.36% | -24.9% |
| Q2 2019 | $1,677,000 | -0.4% | 52,272 | -2.8% | 0.47% | +4.2% |
| Q1 2019 | $1,684,000 | +10.4% | 53,792 | 0.0% | 0.46% | +1.1% |
| Q4 2018 | $1,525,000 | +234.4% | 53,792 | +295.6% | 0.45% | +248.8% |
| Q3 2018 | $456,000 | – | 13,598 | – | 0.13% | – |
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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% |