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 2022 | $16,521,000 | +3052.9% | 587,309 | +3421.9% | 5.54% | +2785.9% |
| Q2 2022 | $524,000 | -21.4% | 16,676 | -2.9% | 0.19% | -23.2% |
| Q4 2021 | $667,000 | -92.7% | 17,171 | +5821.0% | 0.25% | +4066.7% |
| Q3 2020 | $9,106,000 | +4135.3% | 290 | -96.5% | 0.01% | -98.3% |
| Q1 2020 | $215,000 | -12.2% | 8,331 | +14.3% | 0.35% | +54.4% |
| Q4 2019 | $245,000 | +2.5% | 7,286 | -2.8% | 0.23% | +5.1% |
| Q3 2019 | $239,000 | 0.0% | 7,496 | 0.0% | 0.22% | +10.2% |
| Q2 2019 | $239,000 | +16.6% | 7,496 | +14.6% | 0.20% | +15.2% |
| Q1 2019 | $205,000 | -94.5% | 6,541 | -95.0% | 0.17% | -94.9% |
| Q4 2018 | $3,714,000 | – | 131,024 | – | 3.34% | – |
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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% |