SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 718 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 1.74 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $333 | -99.9% | 9,572 | -34.7% | 0.03% | -21.2% |
| Q4 2021 | $570,000 | -4.2% | 14,652 | -4.7% | 0.03% | -17.5% |
| Q3 2021 | $595,000 | -5.4% | 15,376 | -3.5% | 0.04% | -4.8% |
| Q2 2021 | $629,000 | -51.6% | 15,932 | -51.6% | 0.04% | -6.7% |
| Q1 2021 | $1,299,000 | -10.5% | 32,946 | -18.2% | 0.04% | -27.4% |
| Q4 2020 | $1,451,000 | +12.9% | 40,284 | -1.6% | 0.06% | -3.1% |
| Q3 2020 | $1,285,000 | +81.2% | 40,935 | +71.8% | 0.06% | +64.1% |
| Q2 2020 | $709,000 | +75.1% | 23,821 | +52.0% | 0.04% | +30.0% |
| Q1 2020 | $405,000 | -5.6% | 15,674 | +22.7% | 0.03% | -9.1% |
| Q4 2019 | $429,000 | -32.5% | 12,770 | -36.0% | 0.03% | -37.7% |
| Q3 2019 | $636,000 | -61.1% | 19,959 | -65.4% | 0.05% | -77.2% |
| Q4 2018 | $1,636,000 | – | 57,702 | – | 0.23% | – |
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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% |