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 | $914,475 | -2.0% | 26,928 | +2.9% | 0.09% | -19.7% |
| Q2 2023 | $932,925 | +6.8% | 26,169 | +4.2% | 0.12% | -19.3% |
| Q1 2023 | $873,758 | +9.3% | 25,108 | +1.1% | 0.14% | -0.7% |
| Q4 2022 | $799,549 | +24.0% | 24,823 | +8.2% | 0.15% | -7.6% |
| Q3 2022 | $645,000 | +3.5% | 22,934 | +15.8% | 0.16% | +15.3% |
| Q2 2022 | $623,000 | -12.9% | 19,805 | +1.7% | 0.14% | -6.8% |
| Q1 2022 | $715,000 | +2.6% | 19,479 | +8.7% | 0.15% | -1.3% |
| Q4 2021 | $697,000 | -18.3% | 17,924 | -18.7% | 0.15% | -31.3% |
| Q3 2021 | $853,000 | +8.4% | 22,041 | +10.5% | 0.22% | +0.9% |
| Q2 2021 | $787,000 | +4.8% | 19,954 | -0.0% | 0.22% | -35.8% |
| Q1 2021 | $751,000 | +6.8% | 19,961 | +2.2% | 0.34% | -2.3% |
| Q4 2020 | $703,000 | +20.8% | 19,529 | +5.3% | 0.34% | +6.2% |
| Q3 2020 | $582,000 | +7.6% | 18,550 | +1.9% | 0.32% | +12.5% |
| Q2 2020 | $541,000 | +5.0% | 18,196 | -8.8% | 0.29% | -16.3% |
| Q1 2020 | $515,000 | -22.0% | 19,943 | +1.6% | 0.34% | -14.9% |
| Q4 2019 | $660,000 | – | 19,627 | – | 0.40% | – |
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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% |