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 | $552,156 | -4.7% | 16,259 | +0.0% | 0.04% | +2.5% |
| Q2 2023 | $579,491 | +1.9% | 16,255 | -0.5% | 0.04% | -4.8% |
| Q1 2023 | $568,771 | +10.7% | 16,344 | +2.5% | 0.04% | 0.0% |
| Q4 2022 | $513,846 | +13.2% | 15,953 | -1.2% | 0.04% | -4.5% |
| Q3 2022 | $454,000 | -9.0% | 16,141 | +1.7% | 0.04% | -6.4% |
| Q2 2022 | $499,000 | -14.4% | 15,864 | 0.0% | 0.05% | +6.8% |
| Q1 2022 | $583,000 | -28.9% | 15,864 | -24.8% | 0.04% | -27.9% |
| Q4 2021 | $820,000 | +33.6% | 21,097 | +33.0% | 0.06% | +24.5% |
| Q3 2021 | $614,000 | -2.1% | 15,864 | 0.0% | 0.05% | -3.9% |
| Q2 2021 | $627,000 | +5.0% | 15,864 | 0.0% | 0.05% | -7.3% |
| Q1 2021 | $597,000 | +4.6% | 15,864 | 0.0% | 0.06% | -8.3% |
| Q4 2020 | $571,000 | +14.7% | 15,864 | 0.0% | 0.06% | -10.4% |
| Q3 2020 | $498,000 | +5.5% | 15,864 | 0.0% | 0.07% | -19.3% |
| Q2 2020 | $472,000 | +15.1% | 15,864 | 0.0% | 0.08% | +6.4% |
| Q1 2020 | $410,000 | -39.3% | 15,864 | -21.1% | 0.08% | -28.4% |
| Q4 2019 | $676,000 | +6.3% | 20,109 | +0.5% | 0.11% | +6.9% |
| Q3 2019 | $636,000 | -0.8% | 20,018 | +0.2% | 0.10% | -7.3% |
| Q2 2019 | $641,000 | -5.2% | 19,985 | -1.0% | 0.11% | -44.2% |
| Q3 2017 | $676,000 | +5.5% | 20,184 | 0.0% | 0.20% | -3.0% |
| Q2 2017 | $641,000 | +6.3% | 20,184 | 0.0% | 0.20% | -1.5% |
| Q1 2017 | $603,000 | +7.9% | 20,184 | 0.0% | 0.21% | -13.8% |
| Q4 2016 | $559,000 | – | 20,184 | – | 0.24% | – |
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% |