SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 635 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $119,000 | -10.5% | 3,775 | +4.1% | 0.04% | +7.9% |
| Q1 2022 | $133,000 | +9.0% | 3,625 | +15.5% | 0.04% | +11.8% |
| Q4 2021 | $122,000 | +11.9% | 3,139 | +11.5% | 0.03% | +6.2% |
| Q3 2021 | $109,000 | +1.9% | 2,814 | +3.7% | 0.03% | +3.2% |
| Q2 2021 | $107,000 | +9.2% | 2,714 | +3.8% | 0.03% | -3.1% |
| Q1 2021 | $98,000 | +653.8% | 2,614 | +618.1% | 0.03% | +700.0% |
| Q4 2020 | $13,000 | +18.2% | 364 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $11,000 | +10.0% | 364 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $10,000 | +25.0% | 364 | +7.4% | 0.00% | 0.0% |
| Q1 2020 | $8,000 | -38.5% | 339 | -16.1% | 0.00% | -33.3% |
| Q4 2019 | $13,000 | 0.0% | 404 | 0.0% | 0.01% | -14.3% |
| Q3 2019 | $13,000 | 0.0% | 404 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $13,000 | 0.0% | 404 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $13,000 | +44.4% | 404 | +19.2% | 0.01% | +40.0% |
| Q4 2018 | $9,000 | -18.2% | 339 | 0.0% | 0.01% | -16.7% |
| Q3 2018 | $11,000 | – | 339 | – | 0.01% | – |
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% |