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 | $4,841,655 | -6.1% | 142,569 | -1.4% | 0.19% | +2.2% |
| Q2 2023 | $5,156,892 | +5.4% | 144,653 | +2.9% | 0.18% | -9.0% |
| Q1 2023 | $4,894,275 | +8.6% | 140,640 | +0.5% | 0.20% | +5.8% |
| Q4 2022 | $4,508,662 | +22.7% | 139,977 | +7.2% | 0.19% | -1.0% |
| Q3 2022 | $3,674,000 | -8.3% | 130,605 | +2.5% | 0.19% | -5.0% |
| Q2 2022 | $4,006,000 | -51.5% | 127,381 | -43.4% | 0.20% | -53.1% |
| Q1 2022 | $8,265,000 | -0.3% | 225,091 | +5.5% | 0.43% | +13.4% |
| Q4 2021 | $8,294,000 | -26.8% | 213,387 | -27.1% | 0.38% | -22.9% |
| Q3 2021 | $11,329,000 | +1.7% | 292,749 | +3.7% | 0.49% | +2.1% |
| Q2 2021 | $11,139,000 | +10.9% | 282,346 | +5.7% | 0.48% | 0.0% |
| Q1 2021 | $10,045,000 | +7.2% | 267,022 | +2.6% | 0.48% | -0.8% |
| Q4 2020 | $9,373,000 | +7.2% | 260,279 | -6.5% | 0.49% | -12.9% |
| Q3 2020 | $8,743,000 | +8.6% | 278,426 | +2.9% | 0.56% | 0.0% |
| Q2 2020 | $8,047,000 | +229.8% | 270,488 | +186.4% | 0.56% | +150.7% |
| Q1 2020 | $2,440,000 | -61.3% | 94,437 | -49.6% | 0.22% | -46.0% |
| Q4 2019 | $6,307,000 | +388.2% | 187,539 | +362.4% | 0.41% | +348.9% |
| Q3 2019 | $1,292,000 | -65.6% | 40,558 | -65.4% | 0.09% | -67.7% |
| Q2 2019 | $3,761,000 | -36.3% | 117,204 | -37.8% | 0.28% | -38.4% |
| Q1 2019 | $5,904,000 | +401.6% | 188,551 | +354.0% | 0.46% | +302.6% |
| Q4 2018 | $1,177,000 | -59.0% | 41,528 | -51.5% | 0.12% | -50.0% |
| Q3 2018 | $2,873,000 | +2.4% | 85,673 | +1.0% | 0.23% | -7.3% |
| Q2 2018 | $2,805,000 | -3.5% | 84,863 | -1.6% | 0.25% | -12.1% |
| Q1 2018 | $2,906,000 | -36.9% | 86,221 | -36.2% | 0.28% | -36.5% |
| Q4 2017 | $4,604,000 | +4.8% | 135,126 | +3.0% | 0.44% | -4.9% |
| Q3 2017 | $4,393,000 | +6.2% | 131,248 | +0.9% | 0.47% | +1.3% |
| Q2 2017 | $4,135,000 | +3.8% | 130,112 | -2.4% | 0.46% | +5.7% |
| Q1 2017 | $3,984,000 | +789.3% | 133,367 | +724.3% | 0.44% | +738.5% |
| Q4 2016 | $448,000 | -84.2% | 16,179 | -83.6% | 0.05% | -86.3% |
| Q3 2016 | $2,839,000 | +1022.1% | 98,614 | +957.0% | 0.38% | +1017.6% |
| Q2 2016 | $253,000 | +0.4% | 9,330 | +0.4% | 0.03% | +6.2% |
| Q1 2016 | $252,000 | -7.7% | 9,294 | -6.7% | 0.03% | -8.6% |
| Q3 2015 | $273,000 | -93.8% | 9,962 | -93.1% | 0.04% | -94.4% |
| Q2 2015 | $4,409,000 | – | 144,714 | – | 0.62% | – |
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% |