SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 973 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $669 | -1.9% | 19,700 | +2.9% | 0.10% | +1.0% |
| Q2 2023 | $682 | -99.9% | 19,140 | -1.7% | 0.10% | -7.2% |
| Q1 2023 | $677,671 | +12.1% | 19,473 | +3.8% | 0.11% | +3.7% |
| Q4 2022 | $604,517 | +12.6% | 18,768 | -1.7% | 0.11% | -4.5% |
| Q3 2022 | $537,000 | -10.5% | 19,098 | +0.0% | 0.11% | -8.2% |
| Q2 2022 | $600,000 | -15.4% | 19,091 | -1.1% | 0.12% | -4.7% |
| Q1 2022 | $709,000 | -5.3% | 19,306 | +0.1% | 0.13% | -5.2% |
| Q4 2021 | $749,000 | -0.1% | 19,278 | -0.6% | 0.14% | -9.4% |
| Q3 2021 | $750,000 | -3.0% | 19,389 | -1.0% | 0.15% | -2.6% |
| Q2 2021 | $773,000 | +4.9% | 19,586 | +0.0% | 0.15% | -1.9% |
| Q1 2021 | $737,000 | -0.1% | 19,581 | -4.5% | 0.16% | -9.3% |
| Q4 2020 | $738,000 | +14.8% | 20,498 | +0.1% | 0.17% | -2.8% |
| Q3 2020 | $643,000 | +5.4% | 20,480 | -0.1% | 0.18% | +2.3% |
| Q2 2020 | $610,000 | +5.9% | 20,505 | -8.0% | 0.17% | -9.4% |
| Q1 2020 | $576,000 | -24.7% | 22,300 | -2.0% | 0.19% | -1.0% |
| Q4 2019 | $765,000 | +5.7% | 22,755 | +0.1% | 0.19% | -2.5% |
| Q3 2019 | $724,000 | -1.2% | 22,735 | -0.5% | 0.20% | -0.5% |
| Q2 2019 | $733,000 | -14.3% | 22,849 | -16.3% | 0.20% | -16.4% |
| Q1 2019 | $855,000 | +91.7% | 27,294 | +73.4% | 0.24% | +66.4% |
| Q4 2018 | $446,000 | +16.4% | 15,739 | +37.7% | 0.14% | +38.8% |
| Q3 2018 | $383,000 | -1.0% | 11,426 | -2.3% | 0.10% | -6.4% |
| Q2 2018 | $387,000 | +0.8% | 11,696 | +2.7% | 0.11% | 0.0% |
| Q1 2018 | $384,000 | +1.9% | 11,387 | +2.8% | 0.11% | +1.9% |
| Q4 2017 | $377,000 | +24.4% | 11,077 | +22.2% | 0.11% | +27.1% |
| Q3 2017 | $303,000 | +8.2% | 9,067 | +2.8% | 0.08% | +10.4% |
| Q2 2017 | $280,000 | +7.7% | 8,819 | +1.3% | 0.08% | +4.1% |
| Q1 2017 | $260,000 | +9.7% | 8,703 | +1.6% | 0.07% | +4.2% |
| Q4 2016 | $237,000 | +17.3% | 8,563 | +22.1% | 0.07% | +4.4% |
| Q3 2016 | $202,000 | – | 7,013 | – | 0.07% | – |
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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% |