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 | $1,280,466 | -6.9% | 37,705 | -2.3% | 0.60% | -7.1% |
| Q2 2023 | $1,375,381 | +4.3% | 38,580 | +1.8% | 0.65% | +0.2% |
| Q1 2023 | $1,319,081 | +9.2% | 37,905 | +1.1% | 0.65% | +0.6% |
| Q4 2022 | $1,207,538 | +8.5% | 37,490 | -5.3% | 0.65% | +8.6% |
| Q3 2022 | $1,113,000 | -14.3% | 39,571 | -4.1% | 0.60% | -8.9% |
| Q2 2022 | $1,298,000 | -22.6% | 41,271 | -9.6% | 0.65% | -0.3% |
| Q1 2022 | $1,676,000 | -9.6% | 45,648 | -4.3% | 0.66% | -5.5% |
| Q4 2021 | $1,855,000 | -10.8% | 47,720 | -11.2% | 0.69% | -8.7% |
| Q3 2021 | $2,079,000 | -7.4% | 53,710 | -5.6% | 0.76% | -19.0% |
| Q2 2021 | $2,245,000 | +8.2% | 56,910 | +3.2% | 0.94% | +4.0% |
| Q1 2021 | $2,075,000 | -8.0% | 55,164 | -11.9% | 0.90% | -22.8% |
| Q4 2020 | $2,255,000 | – | 62,614 | – | 1.17% | – |
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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% |