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 | $17,191,265 | -14.5% | 506,221 | -10.2% | 2.64% | -2.9% |
Q2 2023 | $20,103,001 | +5.5% | 563,899 | +2.9% | 2.72% | -0.8% |
Q1 2023 | $19,063,702 | +6.4% | 547,808 | -1.5% | 2.74% | +9.1% |
Q4 2022 | $17,915,013 | +25.2% | 556,194 | +9.4% | 2.51% | +6.0% |
Q3 2022 | $14,304,000 | +54.3% | 508,489 | +72.5% | 2.37% | +32.7% |
Q2 2022 | $9,273,000 | -4.6% | 294,850 | +11.3% | 1.78% | +6.1% |
Q1 2022 | $9,725,000 | -1.5% | 264,864 | +4.2% | 1.68% | -1.3% |
Q4 2021 | $9,877,000 | +18.1% | 254,108 | +17.6% | 1.70% | -55.7% |
Q3 2021 | $8,363,000 | +9.3% | 216,121 | +11.4% | 3.85% | +0.2% |
Q2 2021 | $7,652,000 | +20.6% | 193,989 | +15.0% | 3.84% | -4.5% |
Q1 2021 | $6,347,000 | +18.9% | 168,725 | +13.8% | 4.02% | +4.2% |
Q4 2020 | $5,339,000 | – | 148,284 | – | 3.86% | – |
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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% |