SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 710 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $464,000 | +15.1% | 15,629 | +0.0% | 0.22% | +48.0% |
| Q1 2020 | $403,000 | -23.4% | 15,622 | 0.0% | 0.15% | +7.0% |
| Q4 2019 | $526,000 | +3.7% | 15,622 | -2.0% | 0.14% | +6.0% |
| Q3 2019 | $507,000 | -0.8% | 15,943 | +0.1% | 0.13% | +4.7% |
| Q2 2019 | $511,000 | +2.6% | 15,935 | 0.0% | 0.13% | +4.9% |
| Q1 2019 | $498,000 | +10.2% | 15,935 | +0.0% | 0.12% | +16.2% |
| Q4 2018 | $452,000 | -15.2% | 15,934 | +0.2% | 0.10% | -3.7% |
| Q3 2018 | $533,000 | +1.5% | 15,899 | 0.0% | 0.11% | -9.9% |
| Q2 2018 | $525,000 | -2.1% | 15,899 | 0.0% | 0.12% | -22.4% |
| Q1 2018 | $536,000 | -1.1% | 15,899 | 0.0% | 0.16% | -4.3% |
| Q4 2017 | $542,000 | +2.1% | 15,899 | +0.2% | 0.16% | +40.5% |
| Q3 2017 | $531,000 | +5.4% | 15,872 | 0.0% | 0.12% | -4.9% |
| Q2 2017 | $504,000 | +6.3% | 15,872 | 0.0% | 0.12% | +3.4% |
| Q1 2017 | $474,000 | +6.0% | 15,872 | +0.2% | 0.12% | +4.4% |
| Q3 2016 | $447,000 | – | 15,844 | – | 0.11% | – |
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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% |