SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 808 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $1,841,000 | +1.1% | 48,929 | -3.3% | 0.08% | -4.7% |
| Q4 2020 | $1,821,000 | +12.8% | 50,578 | -1.6% | 0.08% | -5.6% |
| Q3 2020 | $1,614,000 | +0.7% | 51,388 | -4.6% | 0.09% | -7.2% |
| Q2 2020 | $1,603,000 | -71.8% | 53,894 | -75.5% | 0.10% | -75.7% |
| Q1 2020 | $5,691,000 | -26.3% | 220,243 | -4.1% | 0.40% | -7.2% |
| Q4 2019 | $7,726,000 | +5.7% | 229,721 | +0.2% | 0.43% | -1.4% |
| Q3 2019 | $7,306,000 | -0.7% | 229,326 | +0.0% | 0.44% | -1.8% |
| Q2 2019 | $7,359,000 | +0.4% | 229,313 | -2.0% | 0.44% | -0.7% |
| Q1 2019 | $7,329,000 | +7.6% | 234,075 | -2.6% | 0.45% | -4.1% |
| Q4 2018 | $6,814,000 | – | 240,350 | – | 0.47% | – |
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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% |