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 | $171,396 | -4.7% | 5,047 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $179,926 | +2.4% | 5,047 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $175,636 | +8.0% | 5,047 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $162,564 | -9.2% | 5,047 | -20.7% | 0.01% | -14.3% |
| Q3 2022 | $179,000 | -8.7% | 6,365 | +1.9% | 0.01% | -6.7% |
| Q2 2022 | $196,000 | -23.1% | 6,247 | -10.1% | 0.02% | -11.8% |
| Q1 2022 | $255,000 | -29.4% | 6,948 | -25.1% | 0.02% | -26.1% |
| Q4 2021 | $361,000 | +0.6% | 9,275 | 0.0% | 0.02% | -11.5% |
| Q3 2021 | $359,000 | -1.9% | 9,275 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $366,000 | +40.2% | 9,275 | +33.5% | 0.03% | +30.0% |
| Q1 2021 | $261,000 | -6.5% | 6,948 | -10.3% | 0.02% | -9.1% |
| Q4 2020 | $279,000 | +3885.7% | 7,749 | +3894.3% | 0.02% | +2100.0% |
| Q4 2019 | $7,000 | +16.7% | 194 | 0.0% | 0.00% | – |
| Q3 2019 | $6,000 | 0.0% | 194 | 0.0% | 0.00% | – |
| Q2 2019 | $6,000 | 0.0% | 194 | 0.0% | 0.00% | -100.0% |
| Q1 2019 | $6,000 | +20.0% | 194 | 0.0% | 0.00% | – |
| Q4 2018 | $5,000 | -28.6% | 194 | 0.0% | 0.00% | -100.0% |
| Q3 2018 | $7,000 | +16.7% | 194 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $6,000 | -14.3% | 194 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $7,000 | 0.0% | 194 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $7,000 | – | 194 | – | 0.00% | – |
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% |