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 | $3,815,784 | -5.3% | 112,361 | -0.6% | 0.15% | -2.6% |
| Q2 2023 | $4,029,016 | +9.2% | 113,016 | +6.6% | 0.15% | +1.3% |
| Q1 2023 | $3,688,140 | +6.5% | 105,981 | -1.4% | 0.15% | -2.6% |
| Q4 2022 | $3,462,207 | +15.4% | 107,489 | +0.8% | 0.16% | +0.6% |
| Q3 2022 | $3,000,000 | -12.2% | 106,657 | -1.8% | 0.15% | -31.9% |
| Q2 2022 | $3,417,000 | -11.0% | 108,657 | +3.9% | 0.23% | +5.1% |
| Q1 2022 | $3,841,000 | -43.0% | 104,597 | -39.6% | 0.22% | -39.6% |
| Q4 2021 | $6,734,000 | -0.0% | 173,251 | -0.5% | 0.36% | -10.8% |
| Q3 2021 | $6,737,000 | +1.3% | 174,087 | +3.3% | 0.40% | +1.3% |
| Q2 2021 | $6,651,000 | +4.9% | 168,586 | -0.0% | 0.39% | -9.2% |
| Q1 2021 | $6,343,000 | +102.7% | 168,599 | +94.0% | 0.43% | +87.1% |
| Q4 2020 | $3,129,000 | +26.6% | 86,887 | +10.4% | 0.23% | +8.4% |
| Q3 2020 | $2,471,000 | +5.5% | 78,708 | -0.0% | 0.21% | -7.0% |
| Q2 2020 | $2,342,000 | +63.4% | 78,720 | +42.0% | 0.23% | +18.6% |
| Q1 2020 | $1,433,000 | -19.2% | 55,445 | +5.1% | 0.19% | +2.6% |
| Q4 2019 | $1,774,000 | +92.8% | 52,746 | +82.6% | 0.19% | +54.9% |
| Q3 2019 | $920,000 | +11.5% | 28,879 | +12.3% | 0.12% | +14.0% |
| Q2 2019 | $825,000 | +44.5% | 25,724 | +41.0% | 0.11% | +25.9% |
| Q1 2019 | $571,000 | +24.9% | 18,244 | +13.2% | 0.08% | -5.6% |
| Q4 2018 | $457,000 | -24.1% | 16,123 | -10.2% | 0.09% | -1.1% |
| Q3 2018 | $602,000 | +9.3% | 17,954 | +7.7% | 0.09% | -27.8% |
| Q2 2018 | $551,000 | -13.0% | 16,674 | -11.2% | 0.13% | -21.2% |
| Q1 2018 | $633,000 | -1.1% | 18,781 | 0.0% | 0.16% | -33.9% |
| Q4 2017 | $640,000 | – | 18,781 | – | 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% |