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 | $3,323,290 | -14.0% | 97,859 | -9.7% | 0.07% | -11.8% |
| Q2 2023 | $3,865,140 | -26.7% | 108,419 | -28.4% | 0.08% | -31.5% |
| Q1 2023 | $5,273,108 | +10.7% | 151,526 | +2.4% | 0.11% | +2.8% |
| Q4 2022 | $4,763,950 | +92.2% | 147,903 | +67.9% | 0.11% | +77.0% |
| Q3 2022 | $2,479,000 | -6.3% | 88,104 | +4.7% | 0.06% | -1.6% |
| Q2 2022 | $2,647,000 | -21.1% | 84,163 | -7.9% | 0.06% | -10.1% |
| Q1 2022 | $3,355,000 | -5.5% | 91,366 | +0.0% | 0.07% | -4.2% |
| Q4 2021 | $3,552,000 | +0.2% | 91,363 | -0.2% | 0.07% | -7.7% |
| Q3 2021 | $3,544,000 | +8.9% | 91,582 | +11.0% | 0.08% | +11.4% |
| Q2 2021 | $3,254,000 | +4.9% | 82,486 | +0.0% | 0.07% | -9.1% |
| Q1 2021 | $3,103,000 | +5.7% | 82,475 | +1.1% | 0.08% | -1.3% |
| Q4 2020 | $2,937,000 | +8.1% | 81,553 | -5.7% | 0.08% | -3.7% |
| Q3 2020 | $2,716,000 | +3.0% | 86,491 | -2.5% | 0.08% | -3.6% |
| Q2 2020 | $2,638,000 | +11.6% | 88,677 | -3.1% | 0.08% | -5.6% |
| Q1 2020 | $2,364,000 | -10.0% | 91,510 | +17.2% | 0.09% | +4.7% |
| Q4 2019 | $2,626,000 | +0.9% | 78,096 | -4.4% | 0.08% | -11.5% |
| Q3 2019 | $2,603,000 | -4.2% | 81,696 | -3.5% | 0.10% | -8.6% |
| Q2 2019 | $2,718,000 | +22.8% | 84,690 | +19.8% | 0.10% | +14.1% |
| Q1 2019 | $2,214,000 | -38.8% | 70,718 | -44.6% | 0.09% | -44.6% |
| Q4 2018 | $3,617,000 | – | 127,575 | – | 0.17% | – |
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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% |