SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 731 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,200,774 | -4.7% | 35,358 | +0.1% | 0.11% | -3.5% |
Q2 2023 | $1,259,425 | +2.7% | 35,327 | +0.2% | 0.12% | -5.0% |
Q1 2023 | $1,226,436 | +8.0% | 35,242 | 0.0% | 0.12% | -0.8% |
Q4 2022 | $1,135,158 | +7.7% | 35,242 | -6.0% | 0.12% | -1.6% |
Q3 2022 | $1,054,000 | -10.6% | 37,475 | 0.0% | 0.12% | -4.6% |
Q2 2022 | $1,179,000 | -11.2% | 37,475 | +3.7% | 0.13% | +0.8% |
Q1 2022 | $1,327,000 | +2.2% | 36,142 | +8.2% | 0.13% | +11.2% |
Q4 2021 | $1,298,000 | -37.6% | 33,399 | -36.2% | 0.12% | -45.8% |
Q3 2021 | $2,080,000 | +0.7% | 52,365 | 0.0% | 0.21% | -0.5% |
Q2 2021 | $2,066,000 | +30.7% | 52,365 | +24.6% | 0.22% | -8.1% |
Q1 2021 | $1,581,000 | +52.9% | 42,032 | +46.3% | 0.23% | +41.8% |
Q4 2020 | $1,034,000 | +95.1% | 28,727 | +70.3% | 0.16% | +71.9% |
Q3 2020 | $530,000 | +5.6% | 16,872 | 0.0% | 0.10% | -3.0% |
Q2 2020 | $502,000 | +37.9% | 16,872 | +19.8% | 0.10% | +13.8% |
Q1 2020 | $364,000 | – | 14,083 | – | 0.09% | – |
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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% |