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 | $491,877 | -78.3% | 14,484 | -77.2% | 0.04% | -80.0% |
| Q2 2023 | $2,264,870 | +586.2% | 63,531 | +569.9% | 0.22% | +481.1% |
| Q1 2023 | $330,061 | +8.5% | 9,484 | +0.4% | 0.04% | +5.7% |
| Q4 2022 | $304,150 | +17.0% | 9,443 | +2.2% | 0.04% | -10.3% |
| Q3 2022 | $260,000 | +72.2% | 9,238 | +92.0% | 0.04% | +77.3% |
| Q2 2022 | $151,000 | -13.2% | 4,812 | +1.5% | 0.02% | 0.0% |
| Q1 2022 | $174,000 | -4.9% | 4,741 | +1.0% | 0.02% | +4.8% |
| Q4 2021 | $183,000 | -48.7% | 4,696 | -49.1% | 0.02% | -54.3% |
| Q3 2021 | $357,000 | -1.7% | 9,231 | +0.3% | 0.05% | -6.1% |
| Q2 2021 | $363,000 | +125.5% | 9,199 | +115.6% | 0.05% | +122.7% |
| Q1 2021 | $161,000 | +5.9% | 4,267 | +0.9% | 0.02% | 0.0% |
| Q4 2020 | $152,000 | +16.9% | 4,229 | +2.2% | 0.02% | +4.8% |
| Q3 2020 | $130,000 | -76.9% | 4,138 | -78.1% | 0.02% | -77.9% |
| Q2 2020 | $563,000 | +15.1% | 18,928 | +0.0% | 0.10% | -3.1% |
| Q1 2020 | $489,000 | -21.1% | 18,922 | +2.7% | 0.10% | -43.0% |
| Q4 2019 | $620,000 | +8.2% | 18,429 | +2.4% | 0.17% | -5.0% |
| Q3 2019 | $573,000 | +0.2% | 17,995 | +1.0% | 0.18% | -3.7% |
| Q2 2019 | $572,000 | +2.7% | 17,814 | +0.2% | 0.19% | -5.5% |
| Q1 2019 | $557,000 | +4.1% | 17,776 | -5.9% | 0.20% | +13.7% |
| Q4 2018 | $535,000 | -7.1% | 18,883 | +10.0% | 0.18% | -34.7% |
| Q3 2018 | $576,000 | +1.4% | 17,173 | -0.1% | 0.27% | -8.2% |
| Q2 2018 | $568,000 | -1.7% | 17,192 | +0.2% | 0.29% | -11.8% |
| Q1 2018 | $578,000 | -40.4% | 17,152 | -39.7% | 0.33% | -50.1% |
| Q4 2017 | $970,000 | +4.4% | 28,464 | +2.5% | 0.66% | +4.2% |
| Q3 2017 | $929,000 | +5.4% | 27,759 | +0.2% | 0.64% | -6.1% |
| Q2 2017 | $881,000 | +6.7% | 27,706 | +0.2% | 0.68% | -5.8% |
| Q1 2017 | $826,000 | – | 27,657 | – | 0.72% | – |
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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% |