SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 635 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $456,286 | -12.3% | 13,436 | -7.9% | 0.01% | 0.0% |
Q2 2023 | $520,098 | -36.1% | 14,589 | -37.7% | 0.01% | -37.5% |
Q1 2023 | $814,390 | +80.5% | 23,402 | +67.1% | 0.01% | +60.0% |
Q4 2022 | $451,101 | +94.4% | 14,005 | +69.9% | 0.01% | +66.7% |
Q3 2022 | $232,000 | +231.4% | 8,242 | +272.1% | 0.00% | +200.0% |
Q2 2022 | $70,000 | -2.8% | 2,215 | +12.6% | 0.00% | 0.0% |
Q1 2022 | $72,000 | -32.1% | 1,967 | -28.0% | 0.00% | 0.0% |
Q4 2021 | $106,000 | +211.8% | 2,731 | +206.5% | 0.00% | – |
Q3 2021 | $34,000 | -43.3% | 891 | -41.5% | 0.00% | -100.0% |
Q2 2021 | $60,000 | +76.5% | 1,522 | +70.8% | 0.00% | – |
Q1 2021 | $34,000 | -5.6% | 891 | -10.3% | 0.00% | – |
Q4 2020 | $36,000 | -73.9% | 993 | -77.3% | 0.00% | -100.0% |
Q3 2020 | $138,000 | -1.4% | 4,382 | -6.9% | 0.00% | 0.0% |
Q2 2020 | $140,000 | +41.4% | 4,709 | +23.3% | 0.00% | 0.0% |
Q1 2020 | $99,000 | -26.7% | 3,819 | -4.7% | 0.00% | 0.0% |
Q4 2019 | $135,000 | +21.6% | 4,007 | +14.7% | 0.00% | 0.0% |
Q3 2019 | $111,000 | – | 3,492 | +349100.0% | 0.00% | – |
Q2 2019 | $0 | – | 1 | 0.0% | 0.00% | – |
Q4 2018 | $0 | – | 1 | 0.0% | 0.00% | – |
Q3 2018 | $0 | -100.0% | 1 | -99.9% | 0.00% | -100.0% |
Q1 2017 | $39,000 | – | 1,302 | – | 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% |