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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,899,723 | -2.0% | 55,940 | +2.9% | 0.01% | 0.0% |
| Q2 2023 | $1,937,649 | -41.1% | 54,352 | -42.5% | 0.01% | -37.5% |
| Q1 2023 | $3,288,774 | +100443.4% | 94,505 | -7.0% | 0.01% | -11.1% |
| Q4 2022 | $3,271 | -99.8% | 101,575 | +70.2% | 0.01% | +80.0% |
| Q3 2022 | $1,679,000 | -15.2% | 59,685 | -5.1% | 0.01% | 0.0% |
| Q2 2022 | $1,979,000 | -17.6% | 62,922 | -3.9% | 0.01% | -16.7% |
| Q1 2022 | $2,403,000 | -27.6% | 65,460 | -23.4% | 0.01% | -25.0% |
| Q4 2021 | $3,321,000 | -4.3% | 85,448 | -4.7% | 0.01% | -11.1% |
| Q3 2021 | $3,471,000 | +3.2% | 89,683 | +5.2% | 0.01% | 0.0% |
| Q2 2021 | $3,364,000 | +16.5% | 85,275 | +11.1% | 0.01% | +12.5% |
| Q1 2021 | $2,887,000 | +27.1% | 76,740 | +21.6% | 0.01% | +14.3% |
| Q4 2020 | $2,272,000 | +24.0% | 63,097 | +8.1% | 0.01% | +16.7% |
| Q3 2020 | $1,832,000 | -2.0% | 58,346 | -7.1% | 0.01% | -14.3% |
| Q2 2020 | $1,869,000 | +15.1% | 62,827 | -0.0% | 0.01% | 0.0% |
| Q1 2020 | $1,624,000 | -28.1% | 62,836 | -6.4% | 0.01% | -12.5% |
| Q4 2019 | $2,258,000 | +11.2% | 67,140 | +5.4% | 0.01% | 0.0% |
| Q3 2019 | $2,030,000 | -1.7% | 63,720 | -1.0% | 0.01% | 0.0% |
| Q2 2019 | $2,065,000 | – | 64,367 | – | 0.01% | – |
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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% |