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 2021 | $513,000 | -1.2% | 13,256 | +10.4% | 0.02% | -4.0% |
| Q2 2021 | $519,000 | -99.9% | 12,005 | +21.4% | 0.02% | -21.9% |
| Q1 2021 | $372,090,000 | +87450.6% | 9,891 | -16.2% | 0.03% | -61.0% |
| Q4 2020 | $425,000 | +21.4% | 11,801 | +0.3% | 0.08% | -25.5% |
| Q3 2020 | $350,000 | 0.0% | 11,763 | 0.0% | 0.11% | +8.9% |
| Q2 2020 | $350,000 | +12.9% | 11,763 | -1.9% | 0.10% | +102.0% |
| Q1 2020 | $310,000 | +5.1% | 11,990 | +36.5% | 0.05% | -19.4% |
| Q4 2019 | $295,000 | +5.4% | 8,782 | 0.0% | 0.06% | +10.7% |
| Q3 2019 | $280,000 | -12.8% | 8,782 | -12.3% | 0.06% | -63.2% |
| Q2 2019 | $321,000 | +21.1% | 10,016 | +18.5% | 0.15% | +210.2% |
| Q1 2019 | $265,000 | – | 8,451 | – | 0.05% | – |
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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% |