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 | $17,740,955 | +10.3% | 480,004 | +1.3% | 1.82% | -2.4% |
| Q3 2023 | $16,085,568 | -1.9% | 473,662 | +3.0% | 1.87% | -19.4% |
| Q2 2023 | $16,391,270 | +3.5% | 459,783 | +1.0% | 2.32% | +28.6% |
| Q1 2023 | $15,840,346 | +0.5% | 455,182 | +1.3% | 1.80% | +63.7% |
| Q4 2022 | $15,759,948 | +12.2% | 449,257 | +9.4% | 1.10% | +13.0% |
| Q1 2022 | $14,044,000 | -10.4% | 410,535 | -1.7% | 0.97% | -5.7% |
| Q4 2021 | $15,672,000 | -2.4% | 417,475 | +2.8% | 1.03% | -3.2% |
| Q3 2021 | $16,050,000 | +6.9% | 406,122 | +8.9% | 1.07% | +0.9% |
| Q2 2021 | $15,018,000 | +6.8% | 372,834 | +2.5% | 1.06% | -3.1% |
| Q1 2021 | $14,061,000 | +10.6% | 363,802 | +5.1% | 1.09% | +0.9% |
| Q4 2020 | $12,712,000 | +15.1% | 346,003 | +5.3% | 1.08% | +0.5% |
| Q3 2020 | $11,042,000 | +2.4% | 328,631 | -2.3% | 1.08% | -3.7% |
| Q2 2020 | $10,786,000 | +20.1% | 336,538 | +0.4% | 1.12% | -4.2% |
| Q1 2020 | $8,982,000 | +803.6% | 335,121 | +1041.7% | 1.17% | +896.6% |
| Q4 2019 | $994,000 | -4.2% | 29,353 | -6.0% | 0.12% | -17.6% |
| Q3 2019 | $1,038,000 | +11.1% | 31,210 | +2.7% | 0.14% | +0.7% |
| Q2 2019 | $934,000 | +77.2% | 30,395 | +79.7% | 0.14% | +72.0% |
| Q1 2019 | $527,000 | +21.1% | 16,913 | +19.7% | 0.08% | +17.1% |
| Q4 2018 | $435,000 | +8.8% | 14,124 | +6.5% | 0.07% | -4.1% |
| Q3 2018 | $400,000 | +0.5% | 13,261 | +10.2% | 0.07% | -11.0% |
| Q2 2018 | $398,000 | +73.8% | 12,032 | +76.8% | 0.08% | +64.0% |
| Q1 2018 | $229,000 | – | 6,806 | – | 0.05% | – |
Download | ||||||
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% |