SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 761 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 61.69 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $174,453 | +21.8% | 5,137 | +27.9% | 0.01% | +66.7% |
| Q2 2023 | $143,206 | +16.8% | 4,017 | +14.0% | 0.00% | 0.0% |
| Q1 2023 | $122,627 | +33.8% | 3,524 | +23.8% | 0.00% | 0.0% |
| Q4 2022 | $91,670 | -54.6% | 2,846 | -60.4% | 0.00% | -40.0% |
| Q3 2022 | $202,000 | +1.5% | 7,186 | +13.5% | 0.01% | 0.0% |
| Q2 2022 | $199,000 | -8.3% | 6,334 | +7.3% | 0.01% | 0.0% |
| Q1 2022 | $217,000 | +119.2% | 5,902 | +131.0% | 0.01% | +66.7% |
| Q4 2021 | $99,000 | -20.2% | 2,555 | -20.1% | 0.00% | 0.0% |
| Q3 2021 | $124,000 | -0.8% | 3,196 | +0.6% | 0.00% | -25.0% |
| Q2 2021 | $125,000 | +52.4% | 3,177 | +45.4% | 0.00% | +33.3% |
| Q1 2021 | $82,000 | +67.3% | 2,185 | +57.8% | 0.00% | +50.0% |
| Q4 2020 | $49,000 | +16.7% | 1,385 | +2.4% | 0.00% | 0.0% |
| Q3 2020 | $42,000 | -8.7% | 1,353 | -13.4% | 0.00% | -33.3% |
| Q2 2020 | $46,000 | -45.2% | 1,562 | -52.3% | 0.00% | -57.1% |
| Q1 2020 | $84,000 | -90.9% | 3,274 | -88.1% | 0.01% | -89.4% |
| Q4 2019 | $927,000 | -56.1% | 27,594 | -58.4% | 0.07% | -44.1% |
| Q3 2019 | $2,114,000 | +45.3% | 66,360 | +46.3% | 0.12% | -42.4% |
| Q2 2019 | $1,455,000 | +42.2% | 45,355 | +38.8% | 0.20% | +17.1% |
| Q1 2019 | $1,023,000 | – | 32,686 | – | 0.18% | – |
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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% |