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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $467,194 | +7.8% | 13,105 | +5.2% | 0.00% | 0.0% |
| Q1 2023 | $433,330 | +6.4% | 12,452 | -1.5% | 0.00% | 0.0% |
| Q4 2022 | $407,167 | +2.0% | 12,641 | -11.0% | 0.00% | 0.0% |
| Q3 2022 | $399,000 | -11.5% | 14,201 | -1.1% | 0.00% | 0.0% |
| Q2 2022 | $451,000 | -16.3% | 14,360 | -2.3% | 0.00% | 0.0% |
| Q1 2022 | $539,000 | -25.8% | 14,691 | -21.4% | 0.00% | 0.0% |
| Q4 2021 | $726,000 | +7.7% | 18,686 | +7.2% | 0.00% | 0.0% |
| Q3 2021 | $674,000 | +0.7% | 17,428 | +2.8% | 0.00% | 0.0% |
| Q2 2021 | $669,000 | -31.2% | 16,948 | -34.5% | 0.00% | -33.3% |
| Q1 2021 | $973,000 | +64.1% | 25,869 | +57.1% | 0.00% | +50.0% |
| Q4 2020 | $593,000 | -23.5% | 16,466 | -28.5% | 0.00% | -50.0% |
| Q4 2019 | $775,000 | -6.4% | 23,039 | -11.3% | 0.00% | 0.0% |
| Q3 2019 | $828,000 | +0.7% | 25,983 | +1.4% | 0.00% | -20.0% |
| Q2 2019 | $822,000 | +96.2% | 25,627 | +91.7% | 0.01% | +66.7% |
| Q1 2019 | $419,000 | -4.1% | 13,369 | -13.2% | 0.00% | +200.0% |
| Q4 2018 | $437,000 | -37.6% | 15,406 | -26.3% | 0.00% | -75.0% |
| Q3 2018 | $700,000 | +10.4% | 20,891 | +8.8% | 0.00% | +33.3% |
| Q2 2018 | $634,000 | +29.7% | 19,195 | +32.2% | 0.00% | 0.0% |
| Q1 2018 | $489,000 | -13.3% | 14,520 | -12.3% | 0.00% | 0.0% |
| Q4 2017 | $564,000 | +3.1% | 16,556 | +1.2% | 0.00% | 0.0% |
| Q3 2017 | $547,000 | – | 16,356 | – | 0.00% | – |
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% |