SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 710 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $67,000 | +3250.0% | 1,777 | +2438.6% | 0.01% | – |
| Q1 2020 | $2,000 | -89.5% | 70 | -87.6% | 0.00% | -100.0% |
| Q4 2019 | $19,000 | +18.8% | 564 | +14.2% | 0.00% | 0.0% |
| Q3 2019 | $16,000 | 0.0% | 494 | -1.6% | 0.00% | -33.3% |
| Q2 2019 | $16,000 | 0.0% | 502 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $16,000 | – | 502 | +4083.3% | 0.00% | – |
| Q4 2018 | $0 | -100.0% | 12 | -99.6% | 0.00% | -100.0% |
| Q1 2018 | $100,000 | -1.0% | 2,968 | 0.0% | 0.02% | -11.5% |
| Q4 2017 | $101,000 | +4.1% | 2,968 | +2.4% | 0.03% | -10.3% |
| Q3 2017 | $97,000 | – | 2,899 | – | 0.03% | – |
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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% |