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 | $4,052 | -4.7% | 119,323 | 0.0% | 0.64% | -1.5% |
| Q2 2023 | $4,254 | +9.1% | 119,323 | +6.5% | 0.65% | -1.2% |
| Q1 2023 | $3,900 | -99.9% | 112,067 | -2.9% | 0.66% | -1.2% |
| Q4 2022 | $3,715,977 | +60.2% | 115,367 | +39.9% | 0.67% | +53.0% |
| Q3 2022 | $2,319,000 | -14.1% | 82,445 | -3.9% | 0.44% | -2.4% |
| Q2 2022 | $2,699,000 | +6.4% | 85,820 | +24.2% | 0.45% | +26.5% |
| Q1 2022 | $2,537,000 | -5.7% | 69,103 | +0.0% | 0.36% | -1.9% |
| Q4 2021 | $2,689,000 | +29.0% | 69,099 | +28.3% | 0.36% | +16.4% |
| Q3 2021 | $2,085,000 | -4.0% | 53,871 | -2.1% | 0.31% | -4.6% |
| Q2 2021 | $2,171,000 | +7.6% | 55,041 | +2.6% | 0.33% | -2.1% |
| Q1 2021 | $2,018,000 | +2.6% | 53,645 | -1.8% | 0.33% | -5.4% |
| Q4 2020 | $1,966,000 | +17.0% | 54,606 | +2.0% | 0.35% | -1.4% |
| Q3 2020 | $1,681,000 | -0.2% | 53,535 | -5.5% | 0.36% | -7.0% |
| Q2 2020 | $1,685,000 | -24.7% | 56,643 | -34.6% | 0.38% | -35.5% |
| Q1 2020 | $2,237,000 | – | 86,572 | – | 0.60% | – |
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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% |