SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 489 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2022 | $1,049,000 | +219.8% | 33,356 | +266.6% | 0.87% | +209.3% |
Q4 2020 | $328,000 | +13.1% | 9,099 | -1.5% | 0.28% | +2.9% |
Q3 2020 | $290,000 | -7.9% | 9,237 | -12.7% | 0.27% | -14.2% |
Q2 2020 | $315,000 | -14.2% | 10,586 | -25.5% | 0.32% | -28.6% |
Q1 2020 | $367,000 | -3.9% | 14,215 | +25.0% | 0.44% | +24.0% |
Q4 2019 | $382,000 | +5.2% | 11,370 | -0.3% | 0.36% | -11.4% |
Q3 2019 | $363,000 | +3.4% | 11,401 | +4.2% | 0.40% | +9.2% |
Q2 2019 | $351,000 | +9.7% | 10,946 | +7.1% | 0.37% | +6.9% |
Q1 2019 | $320,000 | +20.8% | 10,223 | +9.2% | 0.35% | +21.8% |
Q4 2018 | $265,000 | -23.6% | 9,359 | -9.4% | 0.28% | +15.0% |
Q3 2018 | $347,000 | +1.2% | 10,334 | +0.8% | 0.25% | -1.6% |
Q2 2018 | $343,000 | +12.8% | 10,250 | +14.9% | 0.25% | -16.3% |
Q1 2018 | $304,000 | 0.0% | 8,918 | 0.0% | 0.30% | +0.3% |
Q4 2017 | $304,000 | – | 8,918 | – | 0.30% | – |
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% |