SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 242 filers reported holding SCHWAB STRATEGIC TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,454,250 | -10.6% | 160,608 | -6.2% | 0.21% | -6.6% |
| Q2 2023 | $6,101,001 | -2.7% | 171,136 | -5.0% | 0.23% | -4.6% |
| Q1 2023 | $6,269,500 | -32.2% | 180,158 | -37.2% | 0.24% | -35.3% |
| Q4 2022 | $9,245,496 | +133.1% | 287,038 | +103.6% | 0.37% | +120.4% |
| Q3 2022 | $3,967,000 | -48.0% | 141,006 | -41.9% | 0.17% | -45.8% |
| Q2 2022 | $7,633,000 | +42.2% | 242,713 | +66.1% | 0.31% | +54.8% |
| Q1 2022 | $5,366,000 | -16.9% | 146,124 | -12.1% | 0.20% | -13.1% |
| Q4 2021 | $6,459,000 | +6.3% | 166,158 | +5.8% | 0.23% | -3.0% |
| Q3 2021 | $6,079,000 | -2.3% | 157,074 | -0.4% | 0.24% | -1.7% |
| Q2 2021 | $6,220,000 | -3.4% | 157,658 | -7.9% | 0.24% | -9.8% |
| Q1 2021 | $6,437,000 | -25.4% | 171,116 | -28.6% | 0.27% | -29.1% |
| Q4 2020 | $8,625,000 | +456.5% | 239,505 | +385.3% | 0.38% | +380.8% |
| Q3 2020 | $1,550,000 | +1.0% | 49,352 | -4.3% | 0.08% | -6.0% |
| Q2 2020 | $1,535,000 | -15.6% | 51,594 | -26.7% | 0.08% | -25.9% |
| Q1 2020 | $1,819,000 | +22.9% | 70,386 | +60.0% | 0.11% | +49.3% |
| Q4 2019 | $1,480,000 | -11.0% | 43,999 | -15.7% | 0.08% | -16.7% |
| Q3 2019 | $1,662,000 | -5.0% | 52,165 | -4.3% | 0.09% | -6.2% |
| Q2 2019 | $1,749,000 | -3.3% | 54,494 | -5.6% | 0.10% | -5.9% |
| Q1 2019 | $1,808,000 | -69.0% | 57,732 | -71.9% | 0.10% | -70.9% |
| Q4 2018 | $5,823,000 | +309.8% | 205,412 | +384.7% | 0.35% | +343.0% |
| Q3 2018 | $1,421,000 | +6.5% | 42,380 | +5.0% | 0.08% | -1.2% |
| Q2 2018 | $1,334,000 | +0.2% | 40,360 | +2.2% | 0.08% | -1.2% |
| Q1 2018 | $1,331,000 | -0.9% | 39,493 | +0.2% | 0.08% | -1.2% |
| Q4 2017 | $1,343,000 | +8.3% | 39,422 | +6.4% | 0.08% | +3.8% |
| Q3 2017 | $1,240,000 | +3.6% | 37,056 | -1.6% | 0.08% | -1.2% |
| Q2 2017 | $1,197,000 | -5.7% | 37,658 | -11.4% | 0.08% | -8.0% |
| Q1 2017 | $1,270,000 | -66.0% | 42,518 | -68.5% | 0.09% | -68.4% |
| Q4 2016 | $3,739,000 | +264.1% | 135,063 | +278.6% | 0.28% | +248.1% |
| Q3 2016 | $1,027,000 | +10.7% | 35,671 | +4.2% | 0.08% | +3.9% |
| Q2 2016 | $928,000 | +217.8% | 34,223 | +223.3% | 0.08% | +171.4% |
| Q1 2016 | $292,000 | 0.0% | 10,587 | 0.0% | 0.03% | 0.0% |
| Q4 2015 | $292,000 | +28.6% | 10,587 | +27.8% | 0.03% | +12.0% |
| Q3 2015 | $227,000 | -25.3% | 8,285 | -16.9% | 0.02% | +25.0% |
| Q2 2015 | $304,000 | +26.7% | 9,966 | +25.4% | 0.02% | -23.1% |
| Q1 2015 | $240,000 | +6.7% | 7,948 | +2.3% | 0.03% | +13.0% |
| Q4 2014 | $225,000 | -23.2% | 7,766 | -17.7% | 0.02% | -25.8% |
| Q3 2014 | $293,000 | +19.6% | 9,437 | +26.9% | 0.03% | +24.0% |
| Q2 2014 | $245,000 | -2.8% | 7,437 | -7.0% | 0.02% | -7.4% |
| Q1 2014 | $252,000 | +0.8% | 8,001 | +0.9% | 0.03% | +3.8% |
| Q4 2013 | $250,000 | +13.1% | 7,932 | +8.8% | 0.03% | 0.0% |
| Q3 2013 | $221,000 | +9.4% | 7,288 | -2.1% | 0.03% | +4.0% |
| Q2 2013 | $202,000 | -59.4% | 7,444 | -58.5% | 0.02% | -16.7% |
| Q1 2013 | $498,000 | – | 17,952 | – | 0.03% | – |
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% |