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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $124,896 | -46.6% | 3,878 | -35.9% | 0.05% | -43.2% |
| Q3 2021 | $234,000 | -91.6% | 6,047 | -91.4% | 0.09% | -93.2% |
| Q2 2021 | $2,786,000 | +4.4% | 70,615 | -0.4% | 1.30% | +517.1% |
| Q1 2021 | $2,668,000 | +4.0% | 70,924 | -0.5% | 0.21% | -44.6% |
| Q4 2020 | $2,566,000 | +11.2% | 71,251 | -3.0% | 0.38% | +8.9% |
| Q3 2020 | $2,307,000 | +4.4% | 73,457 | -1.1% | 0.35% | -42.8% |
| Q2 2020 | $2,209,000 | -46.7% | 74,265 | -53.7% | 0.61% | -45.5% |
| Q1 2020 | $4,148,000 | +39.6% | 160,548 | +81.6% | 1.12% | +12.3% |
| Q4 2019 | $2,972,000 | +1.9% | 88,386 | -3.5% | 1.00% | -13.3% |
| Q3 2019 | $2,917,000 | -1.9% | 91,553 | -1.2% | 1.15% | +6.6% |
| Q2 2019 | $2,973,000 | – | 92,633 | – | 1.08% | – |
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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% |