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 | $3,537,469 | -11.2% | 104,166 | -6.8% | 0.16% | -15.0% |
| Q2 2023 | $3,985,702 | -11.5% | 111,801 | -13.6% | 0.19% | -18.3% |
| Q1 2023 | $4,504,586 | +6.4% | 129,442 | -1.5% | 0.23% | -5.0% |
| Q4 2022 | $4,233,687 | +10.3% | 131,440 | -3.7% | 0.24% | -2.0% |
| Q3 2022 | $3,840,000 | -12.9% | 136,507 | -2.6% | 0.25% | -13.7% |
| Q2 2022 | $4,408,000 | -1.6% | 140,172 | +14.9% | 0.28% | +16.8% |
| Q1 2022 | $4,479,000 | +5.0% | 121,964 | +11.2% | 0.24% | +12.4% |
| Q4 2021 | $4,265,000 | +3.7% | 109,727 | +3.3% | 0.22% | -6.9% |
| Q3 2021 | $4,113,000 | +15.0% | 106,267 | +17.2% | 0.23% | +14.2% |
| Q2 2021 | $3,577,000 | +4.9% | 90,684 | +0.1% | 0.20% | -4.7% |
| Q1 2021 | $3,409,000 | +3.7% | 90,621 | -0.7% | 0.21% | -3.2% |
| Q4 2020 | $3,287,000 | +13.8% | 91,291 | -0.8% | 0.22% | 0.0% |
| Q3 2020 | $2,888,000 | +5.5% | 91,989 | 0.0% | 0.22% | -0.9% |
| Q2 2020 | $2,737,000 | +9.7% | 91,989 | -4.7% | 0.22% | -9.0% |
| Q1 2020 | $2,495,000 | -57.8% | 96,536 | -45.1% | 0.24% | -39.7% |
| Q4 2019 | $5,916,000 | +4.4% | 175,902 | -1.1% | 0.41% | 0.0% |
| Q3 2019 | $5,665,000 | +3.5% | 177,824 | +4.2% | 0.41% | -0.5% |
| Q2 2019 | $5,475,000 | -48.3% | 170,618 | -49.6% | 0.41% | -3.8% |
| Q1 2019 | $10,592,000 | +124.9% | 338,286 | +103.7% | 0.42% | -0.2% |
| Q4 2018 | $4,709,000 | +29.8% | 166,093 | +53.5% | 0.42% | +45.1% |
| Q3 2018 | $3,628,000 | +286.0% | 108,194 | +280.3% | 0.29% | +261.7% |
| Q2 2018 | $940,000 | +0.1% | 28,447 | +2.1% | 0.08% | 0.0% |
| Q1 2018 | $939,000 | -1.1% | 27,867 | 0.0% | 0.08% | -1.2% |
| Q4 2017 | $949,000 | -8.7% | 27,867 | -10.2% | 0.08% | -8.9% |
| Q3 2017 | $1,039,000 | +24.6% | 31,040 | +18.3% | 0.09% | +23.3% |
| Q2 2017 | $834,000 | +44.0% | 26,240 | +35.4% | 0.07% | +43.1% |
| Q1 2017 | $579,000 | – | 19,377 | – | 0.05% | – |
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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% |