SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 666 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 6.47 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23 | -20.7% | 676 | -17.8% | 0.01% | -27.3% |
| Q2 2023 | $29 | +3.6% | 822 | +0.9% | 0.01% | +10.0% |
| Q1 2023 | $28 | +7.7% | 815 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $26 | -99.9% | 815 | +1.5% | 0.01% | -9.1% |
| Q3 2022 | $23,000 | -8.0% | 803 | +0.4% | 0.01% | 0.0% |
| Q2 2022 | $25,000 | +316.7% | 800 | +373.4% | 0.01% | +450.0% |
| Q1 2022 | $6,000 | -14.3% | 169 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $7,000 | -89.1% | 169 | -89.8% | 0.00% | -92.0% |
| Q3 2021 | $64,000 | -1.5% | 1,660 | 0.0% | 0.02% | -3.8% |
| Q2 2021 | $65,000 | +4.8% | 1,660 | 0.0% | 0.03% | -18.8% |
| Q1 2021 | $62,000 | -52.7% | 1,660 | -54.4% | 0.03% | -54.3% |
| Q4 2020 | $131,000 | +2520.0% | 3,638 | +2052.7% | 0.07% | +2233.3% |
| Q3 2020 | $5,000 | 0.0% | 169 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $5,000 | +25.0% | 169 | 0.0% | 0.00% | -25.0% |
| Q1 2020 | $4,000 | +300.0% | 169 | +634.8% | 0.00% | +300.0% |
| Q4 2019 | $1,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $1,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $1,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $1,000 | – | 23 | – | 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% |