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 | $323,159 | -43.9% | 9,516 | -41.1% | 0.02% | -46.3% |
| Q2 2023 | $576,172 | -22.2% | 16,162 | -24.1% | 0.04% | -28.1% |
| Q1 2023 | $740,679 | +8.3% | 21,284 | +0.3% | 0.06% | -14.9% |
| Q4 2022 | $683,821 | +14.4% | 21,230 | -0.2% | 0.07% | +8.1% |
| Q3 2022 | $598,000 | -14.9% | 21,274 | -4.9% | 0.06% | -6.1% |
| Q2 2022 | $703,000 | -27.8% | 22,374 | -15.7% | 0.07% | -19.5% |
| Q1 2022 | $974,000 | -4.1% | 26,526 | +1.5% | 0.08% | -3.5% |
| Q4 2021 | $1,016,000 | -7.4% | 26,123 | -7.9% | 0.08% | -31.5% |
| Q3 2021 | $1,097,000 | +4.4% | 28,364 | +6.4% | 0.12% | -1.6% |
| Q2 2021 | $1,051,000 | +14.1% | 26,652 | +8.8% | 0.13% | -14.3% |
| Q1 2021 | $921,000 | +27.7% | 24,501 | +22.2% | 0.15% | -2.6% |
| Q4 2020 | $721,000 | -7.7% | 20,042 | -19.5% | 0.15% | -21.4% |
| Q3 2020 | $781,000 | +34.0% | 24,887 | +26.8% | 0.19% | +14.3% |
| Q2 2020 | $583,000 | -57.3% | 19,624 | -62.8% | 0.17% | -63.9% |
| Q1 2020 | $1,365,000 | +91.2% | 52,813 | +148.6% | 0.47% | +29.4% |
| Q4 2019 | $714,000 | -14.6% | 21,246 | -19.0% | 0.36% | -14.9% |
| Q3 2019 | $836,000 | +435.9% | 26,225 | +426.7% | 0.42% | +218.0% |
| Q1 2019 | $156,000 | – | 4,979 | – | 0.13% | – |
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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% |