SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 718 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 1.74 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $445,000 | -2.0% | 11,504 | 0.0% | 0.03% | -3.2% |
| Q2 2021 | $454,000 | +6.1% | 11,504 | +1.2% | 0.03% | 0.0% |
| Q1 2021 | $428,000 | +4.6% | 11,365 | 0.0% | 0.03% | 0.0% |
| Q4 2020 | $409,000 | +9.1% | 11,365 | +1.4% | 0.03% | -6.1% |
| Q3 2020 | $375,000 | +11.9% | 11,203 | -0.5% | 0.03% | +3.1% |
| Q2 2020 | $335,000 | -65.6% | 11,259 | -70.1% | 0.03% | -71.4% |
| Q1 2020 | $973,000 | -23.1% | 37,658 | 0.0% | 0.11% | -5.1% |
| Q4 2019 | $1,266,000 | +7.6% | 37,658 | +2.0% | 0.12% | -6.3% |
| Q3 2019 | $1,177,000 | -7.0% | 36,932 | -6.3% | 0.13% | -4.5% |
| Q2 2019 | $1,265,000 | +2.4% | 39,431 | 0.0% | 0.13% | -2.2% |
| Q1 2019 | $1,235,000 | +13.0% | 39,431 | +2.3% | 0.14% | -0.7% |
| Q4 2018 | $1,093,000 | – | 38,547 | – | 0.14% | – |
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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% |