SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 731 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $3,315,000 | -2.5% | 85,648 | -0.6% | 0.19% | -4.0% |
| Q2 2021 | $3,400,000 | -2.5% | 86,180 | -7.0% | 0.20% | -8.2% |
| Q1 2021 | $3,486,000 | -10.0% | 92,663 | -13.9% | 0.22% | -11.7% |
| Q4 2020 | $3,873,000 | -10.4% | 107,563 | -21.9% | 0.25% | -23.2% |
| Q3 2020 | $4,324,000 | -9.5% | 137,693 | -14.3% | 0.32% | -13.6% |
| Q2 2020 | $4,780,000 | +9.9% | 160,671 | -4.6% | 0.37% | -11.8% |
| Q1 2020 | $4,351,000 | -16.0% | 168,370 | +9.3% | 0.42% | -5.4% |
| Q4 2019 | $5,179,000 | +8.5% | 153,993 | +2.8% | 0.45% | +4.4% |
| Q3 2019 | $4,772,000 | -6.4% | 149,793 | -5.7% | 0.43% | -11.5% |
| Q2 2019 | $5,099,000 | +3.3% | 158,901 | +0.8% | 0.48% | -0.2% |
| Q1 2019 | $4,937,000 | +11.8% | 157,681 | +1.3% | 0.49% | +0.4% |
| Q4 2018 | $4,415,000 | -9.0% | 155,733 | +7.6% | 0.48% | +5.2% |
| Q3 2018 | $4,852,000 | +8.3% | 144,692 | +6.7% | 0.46% | +2.2% |
| Q2 2018 | $4,481,000 | +16.9% | 135,591 | +19.2% | 0.45% | +10.6% |
| Q1 2018 | $3,834,000 | +26.7% | 113,740 | +28.0% | 0.41% | +31.3% |
| Q4 2017 | $3,026,000 | +77.3% | 88,825 | +74.2% | 0.31% | +63.2% |
| Q3 2017 | $1,707,000 | – | 50,995 | – | 0.19% | – |
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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% |