Sugarloaf Wealth Management, LLC - SCHWAB STRATEGIC TR ownership

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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%.

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Quarter-by-quarter ownership
Sugarloaf Wealth Management, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$68,497
-4.7%
2,0170.0%0.02%0.0%
Q2 2023$71,906
+2.4%
2,0170.0%0.02%0.0%
Q1 2023$70,192
+8.0%
2,0170.0%0.02%
+6.2%
Q4 2022$64,968
+14.0%
2,0170.0%0.02%
+6.7%
Q3 2022$57,000
-9.5%
2,0170.0%0.02%
-6.2%
Q2 2022$63,000
-14.9%
2,0170.0%0.02%
-11.1%
Q1 2022$74,000
-5.1%
2,0170.0%0.02%0.0%
Q4 2021$78,0000.0%2,0170.0%0.02%
-14.3%
Q3 2021$78,000
-2.5%
2,0170.0%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%
2,0170.0%0.02%
+4.3%
Q3 2020$63,000
+5.0%
2,0170.0%0.02%0.0%
Q2 2020$60,000
+15.4%
2,0170.0%0.02%0.0%
Q1 2020$52,000
-23.5%
2,0170.0%0.02%
-20.7%
Q4 2019$68,000–2,017–0.03%–
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Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2020
NameSharesValueWeighting ↓
FINANCIAL CONSULATE, INC 1,261,994$42,857,31218.92%
Leverty Financial Group, LLC 763,759$25,940,19318.83%
Matrix Trust Co 1,973,036$67,00417.49%
ACT WEALTH MANAGEMENT, LLC 743,643$25,254,10216.95%
WEALTH MANAGEMENT RESOURCES, INC. 89,052$30,124,23614.56%
Evergreen Advisors, LLC 1,118,458$37,982,82613.70%
Koesten, Hirschmann & Crabtree, INC. 504,969$17,148,75313.44%
Paradigm, Strategies in Wealth Management, LLC 577,474$19,611,00412.50%
Riverpoint Wealth Management Holdings, LLC 1,046,418$35,536,34511.72%
Benchmark Financial Wealth Advisors, LLC 728,327$24,733,97511.62%
View complete list of SCHWAB STRATEGIC TR shareholders