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 | $2,532,227 | +48.3% | 74,565 | +55.7% | 1.43% | +39.2% |
| Q2 2023 | $1,706,993 | +6.5% | 47,882 | +4.0% | 1.03% | +9.5% |
| Q1 2023 | $1,602,505 | +189321.4% | 46,049 | +75.3% | 0.94% | +76.0% |
| Q4 2022 | $846 | -99.9% | 26,269 | +2.9% | 0.53% | -5.5% |
| Q3 2022 | $718,000 | -9.0% | 25,530 | +1.8% | 0.56% | +8.3% |
| Q2 2022 | $789,000 | -13.0% | 25,081 | +1.5% | 0.52% | -9.1% |
| Q1 2022 | $907,000 | -4.0% | 24,708 | +1.6% | 0.57% | +7.3% |
| Q4 2021 | $945,000 | +3.8% | 24,313 | +3.4% | 0.53% | -11.4% |
| Q3 2021 | $910,000 | -0.3% | 23,508 | +1.6% | 0.60% | -2.0% |
| Q2 2021 | $913,000 | +6.3% | 23,136 | +1.4% | 0.62% | -1.9% |
| Q1 2021 | $859,000 | +0.8% | 22,827 | -3.5% | 0.63% | -8.3% |
| Q4 2020 | $852,000 | +15.3% | 23,657 | +0.6% | 0.68% | +5.4% |
| Q3 2020 | $739,000 | +11.1% | 23,524 | +5.2% | 0.65% | +0.9% |
| Q2 2020 | $665,000 | +17.1% | 22,369 | +1.8% | 0.64% | -2.0% |
| Q1 2020 | $568,000 | -16.1% | 21,983 | +9.2% | 0.66% | +2.3% |
| Q4 2019 | $677,000 | – | 20,138 | – | 0.64% | – |
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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% |