SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 985 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.13 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,770,565 | -1.5% | 81,583 | +3.4% | 0.34% | +0.9% |
| Q2 2023 | $2,814,039 | +4.6% | 78,935 | +2.1% | 0.34% | 0.0% |
| Q1 2023 | $2,690,643 | +10.9% | 77,317 | +2.6% | 0.34% | +11.2% |
| Q4 2022 | $2,427,213 | +30.8% | 75,356 | +14.3% | 0.30% | +25.7% |
| Q3 2022 | $1,855,000 | -8.4% | 65,930 | +2.4% | 0.24% | -8.4% |
| Q2 2022 | $2,026,000 | -13.1% | 64,404 | +1.4% | 0.26% | +1.2% |
| Q1 2022 | $2,332,000 | -4.5% | 63,503 | +1.1% | 0.26% | -0.4% |
| Q4 2021 | $2,441,000 | +2.5% | 62,794 | +2.0% | 0.26% | +2.8% |
| Q3 2021 | $2,382,000 | -4.0% | 61,556 | -2.2% | 0.25% | -7.3% |
| Q2 2021 | $2,482,000 | +9.6% | 62,914 | +4.5% | 0.27% | +1.9% |
| Q1 2021 | $2,265,000 | +19.9% | 60,215 | +14.8% | 0.27% | +12.6% |
| Q4 2020 | $1,889,000 | -3.9% | 52,458 | -16.2% | 0.24% | -16.4% |
| Q3 2020 | $1,966,000 | -8.3% | 62,620 | -13.1% | 0.29% | -13.6% |
| Q2 2020 | $2,144,000 | -57.9% | 72,071 | -63.5% | 0.33% | -64.8% |
| Q1 2020 | $5,096,000 | -20.9% | 197,207 | +3.0% | 0.94% | -0.2% |
| Q4 2019 | $6,439,000 | +7.3% | 191,452 | +1.7% | 0.94% | +1.1% |
| Q3 2019 | $6,000,000 | +0.9% | 188,337 | +1.6% | 0.93% | +1.0% |
| Q2 2019 | $5,946,000 | +14.0% | 185,306 | +11.3% | 0.92% | +8.7% |
| Q1 2019 | $5,214,000 | +13.9% | 166,513 | +3.2% | 0.85% | +1.8% |
| Q4 2018 | $4,576,000 | -13.3% | 161,423 | +2.6% | 0.84% | -13.3% |
| Q3 2018 | $5,278,000 | +1.1% | 157,398 | -0.4% | 0.96% | -4.1% |
| Q2 2018 | $5,220,000 | -3.1% | 157,951 | -1.2% | 1.00% | -14.0% |
| Q1 2018 | $5,388,000 | -0.5% | 159,847 | +0.5% | 1.17% | +6.3% |
| Q4 2017 | $5,417,000 | +8.9% | 158,996 | +7.0% | 1.10% | +9.9% |
| Q3 2017 | $4,976,000 | +15.1% | 148,661 | +9.2% | 1.00% | +9.8% |
| Q2 2017 | $4,325,000 | +6.7% | 136,093 | +0.3% | 0.91% | +4.4% |
| Q1 2017 | $4,055,000 | +7.5% | 135,752 | -0.4% | 0.87% | +3.9% |
| Q4 2016 | $3,773,000 | -4.0% | 136,311 | -0.1% | 0.84% | -8.4% |
| Q3 2016 | $3,929,000 | +9.2% | 136,462 | +2.8% | 0.92% | +6.6% |
| Q2 2016 | $3,597,000 | +0.7% | 132,690 | +0.7% | 0.86% | -0.6% |
| Q1 2016 | $3,573,000 | -4.5% | 131,812 | -2.9% | 0.86% | -5.4% |
| Q4 2015 | $3,741,000 | +4.8% | 135,731 | +4.0% | 0.91% | -2.0% |
| Q3 2015 | $3,571,000 | -9.1% | 130,467 | +1.2% | 0.93% | -1.1% |
| Q2 2015 | $3,928,000 | -1.8% | 128,927 | -2.5% | 0.94% | -0.6% |
| Q1 2015 | $3,998,000 | -39.6% | 132,243 | -42.3% | 0.95% | -47.3% |
| Q4 2014 | $6,621,000 | -5.5% | 229,011 | +1.4% | 1.80% | -7.6% |
| Q3 2014 | $7,004,000 | -2.0% | 225,793 | +4.2% | 1.95% | -3.2% |
| Q2 2014 | $7,150,000 | +9.9% | 216,783 | +5.0% | 2.01% | +1.7% |
| Q1 2014 | $6,503,000 | +16.3% | 206,456 | +16.4% | 1.98% | +11.9% |
| Q4 2013 | $5,592,000 | +2.7% | 177,339 | -1.0% | 1.77% | -5.6% |
| Q3 2013 | $5,444,000 | +16.0% | 179,128 | +4.0% | 1.87% | +5.8% |
| Q2 2013 | $4,692,000 | – | 172,253 | – | 1.77% | – |
Download | ||||||
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% |