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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $10,786,000 | +3.0% | 277,483 | +2.6% | 1.59% | -8.2% |
| Q3 2021 | $10,468,000 | -0.7% | 270,497 | +1.3% | 1.73% | -3.1% |
| Q2 2021 | $10,539,000 | +6.7% | 267,145 | +1.8% | 1.79% | -4.4% |
| Q1 2021 | $9,873,000 | +3.8% | 262,443 | -0.6% | 1.87% | -4.0% |
| Q4 2020 | $9,511,000 | +12.9% | 264,135 | -1.5% | 1.95% | -2.6% |
| Q3 2020 | $8,424,000 | +2.3% | 268,282 | -3.1% | 2.00% | -6.6% |
| Q2 2020 | $8,238,000 | – | 276,898 | – | 2.14% | – |
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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% |