SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 973 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $203,491 | -21.8% | 5,708 | -29.3% | 0.01% | -30.0% |
| Q4 2022 | $260,192 | +14.6% | 8,078 | 0.0% | 0.02% | +5.3% |
| Q3 2022 | $227,000 | -64.0% | 8,078 | -56.9% | 0.02% | -70.3% |
| Q1 2018 | $631,000 | -55.9% | 18,721 | -55.4% | 0.06% | -54.9% |
| Q4 2017 | $1,431,000 | +2.9% | 42,009 | +1.1% | 0.14% | -17.4% |
| Q3 2017 | $1,391,000 | +5.1% | 41,569 | -0.2% | 0.17% | 0.0% |
| Q2 2017 | $1,324,000 | +5.1% | 41,652 | -1.3% | 0.17% | +2.4% |
| Q1 2017 | $1,260,000 | -24.3% | 42,192 | -29.9% | 0.17% | -27.0% |
| Q4 2016 | $1,665,000 | +49.1% | 60,152 | +55.1% | 0.23% | +45.6% |
| Q3 2016 | $1,117,000 | -69.9% | 38,782 | -71.7% | 0.16% | -70.1% |
| Q2 2016 | $3,711,000 | -6.2% | 136,892 | -6.2% | 0.53% | -8.5% |
| Q1 2016 | $3,958,000 | -33.6% | 145,983 | -32.5% | 0.58% | -35.4% |
| Q4 2015 | $5,957,000 | +30.4% | 216,138 | +29.4% | 0.90% | +22.6% |
| Q3 2015 | $4,570,000 | -8.0% | 166,973 | +2.4% | 0.73% | -2.3% |
| Q2 2015 | $4,967,000 | -1.8% | 163,005 | -2.6% | 0.75% | -4.5% |
| Q1 2015 | $5,058,000 | -76.5% | 167,302 | -77.6% | 0.78% | -79.6% |
| Q4 2014 | $21,551,000 | -8.1% | 745,448 | -1.4% | 3.83% | -11.4% |
| Q3 2014 | $23,450,000 | -4.2% | 755,949 | +1.9% | 4.33% | -5.7% |
| Q2 2014 | $24,477,000 | +5.4% | 742,169 | +0.7% | 4.59% | +2.4% |
| Q1 2014 | $23,219,000 | +30.9% | 737,115 | +31.0% | 4.48% | +32.4% |
| Q4 2013 | $17,740,000 | +8.6% | 562,653 | +4.7% | 3.38% | +1.3% |
| Q3 2013 | $16,337,000 | +198.0% | 537,583 | +167.1% | 3.34% | +177.4% |
| Q2 2013 | $5,483,000 | – | 201,300 | – | 1.20% | – |
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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% |