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 | $19,335,731 | -8.3% | 569,368 | -3.7% | 0.15% | -2.0% |
Q2 2023 | $21,079,182 | -9.3% | 591,281 | -11.5% | 0.15% | -33.6% |
Q1 2023 | $23,248,669 | +714.4% | 668,065 | +653.8% | 0.23% | +545.7% |
Q4 2022 | $2,854,740 | +40.3% | 88,629 | +29.7% | 0.04% | +34.6% |
Q3 2022 | $2,035,000 | +21.3% | 68,332 | +28.1% | 0.03% | +18.2% |
Q2 2022 | $1,677,000 | -14.5% | 53,343 | -0.2% | 0.02% | 0.0% |
Q1 2022 | $1,962,000 | -4.5% | 53,437 | +1.2% | 0.02% | 0.0% |
Q4 2021 | $2,055,000 | +19.4% | 52,791 | +18.7% | 0.02% | -8.3% |
Q3 2021 | $1,721,000 | -4.4% | 44,489 | -2.5% | 0.02% | -4.0% |
Q2 2021 | $1,800,000 | +4.7% | 45,617 | -0.2% | 0.02% | -16.7% |
Q1 2021 | $1,719,000 | +4.4% | 45,689 | -0.1% | 0.03% | -11.8% |
Q4 2020 | $1,646,000 | +24.0% | 45,716 | +8.2% | 0.03% | 0.0% |
Q3 2020 | $1,327,000 | +5.1% | 42,263 | -0.5% | 0.03% | -10.5% |
Q2 2020 | $1,263,000 | +10.2% | 42,459 | -4.3% | 0.04% | -22.4% |
Q1 2020 | $1,146,000 | -3.2% | 44,347 | +25.9% | 0.05% | +4.3% |
Q4 2019 | $1,184,000 | +5.5% | 35,218 | +0.0% | 0.05% | -17.5% |
Q3 2019 | $1,122,000 | +39.2% | 35,215 | +41.2% | 0.06% | +23.9% |
Q2 2019 | $806,000 | +30.8% | 24,946 | +26.7% | 0.05% | +15.0% |
Q1 2019 | $616,000 | – | 19,690 | – | 0.04% | – |
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% |