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%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $656,617 | -4.7% | 19,335 | 0.0% | 0.47% | +1.7% |
| Q2 2023 | $689,293 | +2.4% | 19,335 | 0.0% | 0.46% | -1.9% |
| Q1 2023 | $672,858 | +8.0% | 19,335 | 0.0% | 0.47% | +5.9% |
| Q4 2022 | $622,780 | +14.5% | 19,335 | 0.0% | 0.44% | +2.1% |
| Q3 2022 | $544,000 | -10.5% | 19,335 | 0.0% | 0.43% | -3.3% |
| Q2 2022 | $608,000 | -14.4% | 19,335 | 0.0% | 0.45% | +8.2% |
| Q1 2022 | $710,000 | -5.6% | 19,335 | 0.0% | 0.42% | +5.9% |
| Q4 2021 | $752,000 | +7.4% | 19,335 | +6.9% | 0.39% | -3.0% |
| Q3 2021 | $700,000 | -1.8% | 18,085 | 0.0% | 0.40% | +0.2% |
| Q2 2021 | $713,000 | +21.7% | 18,085 | +16.0% | 0.40% | +6.3% |
| Q1 2021 | $586,000 | +4.5% | 15,585 | 0.0% | 0.38% | -6.9% |
| Q4 2020 | $561,000 | +14.7% | 15,585 | 0.0% | 0.41% | -8.7% |
| Q3 2020 | $489,000 | +5.4% | 15,585 | 0.0% | 0.45% | -12.7% |
| Q2 2020 | $464,000 | +15.1% | 15,585 | 0.0% | 0.51% | +0.6% |
| Q1 2020 | $403,000 | -43.9% | 15,585 | -27.1% | 0.51% | -14.9% |
| Q4 2019 | $719,000 | +5.6% | 21,385 | 0.0% | 0.60% | -8.2% |
| Q3 2019 | $681,000 | -0.7% | 21,385 | 0.0% | 0.65% | -1.8% |
| Q2 2019 | $686,000 | +2.4% | 21,385 | 0.0% | 0.66% | -4.2% |
| Q1 2019 | $670,000 | +10.6% | 21,385 | 0.0% | 0.69% | -7.9% |
| Q4 2018 | $606,000 | – | 21,385 | – | 0.75% | – |
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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% |