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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $68,497 | -4.7% | 2,017 | 0.0% | 0.02% | 0.0% |
Q2 2023 | $71,906 | +2.4% | 2,017 | 0.0% | 0.02% | 0.0% |
Q1 2023 | $70,192 | +8.0% | 2,017 | 0.0% | 0.02% | +6.2% |
Q4 2022 | $64,968 | +14.0% | 2,017 | 0.0% | 0.02% | +6.7% |
Q3 2022 | $57,000 | -9.5% | 2,017 | 0.0% | 0.02% | -6.2% |
Q2 2022 | $63,000 | -14.9% | 2,017 | 0.0% | 0.02% | -11.1% |
Q1 2022 | $74,000 | -5.1% | 2,017 | 0.0% | 0.02% | 0.0% |
Q4 2021 | $78,000 | 0.0% | 2,017 | 0.0% | 0.02% | -14.3% |
Q3 2021 | $78,000 | -2.5% | 2,017 | 0.0% | 0.02% | -4.5% |
Q2 2021 | $80,000 | +5.3% | 2,017 | +334.7% | 0.02% | -4.3% |
Q1 2021 | $76,000 | +4.1% | 464 | -77.0% | 0.02% | -4.2% |
Q4 2020 | $73,000 | +15.9% | 2,017 | 0.0% | 0.02% | +4.3% |
Q3 2020 | $63,000 | +5.0% | 2,017 | 0.0% | 0.02% | 0.0% |
Q2 2020 | $60,000 | +15.4% | 2,017 | 0.0% | 0.02% | 0.0% |
Q1 2020 | $52,000 | -23.5% | 2,017 | 0.0% | 0.02% | -20.7% |
Q4 2019 | $68,000 | – | 2,017 | – | 0.03% | – |
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% |