SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 985 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.30 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $68,837 | -4.8% | 2,027 | 0.0% | 0.00% | – |
| Q2 2023 | $72,275 | -91.1% | 2,027 | -91.3% | 0.00% | – |
| Q1 2023 | $813,397 | -36.4% | 23,373 | -41.1% | 0.00% | – |
| Q4 2022 | $1,278,738 | +17.6% | 39,700 | +2.7% | 0.00% | – |
| Q3 2022 | $1,087,000 | -29.2% | 38,644 | -20.9% | 0.00% | – |
| Q2 2022 | $1,536,000 | -12.6% | 48,850 | +2.1% | 0.00% | – |
| Q1 2022 | $1,757,000 | -4.6% | 47,862 | +1.1% | 0.00% | – |
| Q4 2021 | $1,841,000 | -5.2% | 47,363 | -5.6% | 0.00% | – |
| Q3 2021 | $1,942,000 | -10.8% | 50,192 | -9.0% | 0.00% | – |
| Q2 2021 | $2,177,000 | -5.6% | 55,175 | -10.1% | 0.00% | – |
| Q1 2021 | $2,307,000 | +8.3% | 61,343 | +3.7% | 0.00% | – |
| Q4 2020 | $2,130,000 | +8.8% | 59,146 | -5.1% | 0.00% | – |
| Q3 2020 | $1,957,000 | -8.0% | 62,333 | -12.8% | 0.00% | – |
| Q2 2020 | $2,127,000 | +17.9% | 71,481 | +2.4% | 0.00% | – |
| Q1 2020 | $1,804,000 | -82.5% | 69,798 | -77.2% | 0.00% | – |
| Q4 2019 | $10,290,000 | -6.3% | 305,973 | -11.2% | 0.00% | – |
| Q3 2019 | $10,984,000 | -6.8% | 344,747 | -6.2% | 0.00% | -100.0% |
| Q2 2019 | $11,791,000 | -4.1% | 367,441 | -6.4% | 0.00% | 0.0% |
| Q1 2019 | $12,291,000 | -5.0% | 392,562 | -13.9% | 0.00% | 0.0% |
| Q4 2018 | $12,932,000 | -7.5% | 456,150 | +9.4% | 0.00% | 0.0% |
| Q3 2018 | $13,975,000 | +7.0% | 416,780 | +5.4% | 0.00% | 0.0% |
| Q2 2018 | $13,065,000 | -0.4% | 395,295 | +1.5% | 0.00% | 0.0% |
| Q1 2018 | $13,123,000 | -1.7% | 389,286 | -0.7% | 0.00% | 0.0% |
| Q4 2017 | $13,356,000 | -0.5% | 392,008 | -2.3% | 0.00% | 0.0% |
| Q3 2017 | $13,424,000 | -4.2% | 401,082 | -9.1% | 0.00% | 0.0% |
| Q2 2017 | $14,017,000 | +1.3% | 441,072 | -4.8% | 0.00% | 0.0% |
| Q1 2017 | $13,839,000 | +4.1% | 463,299 | -3.6% | 0.00% | -94.7% |
| Q4 2016 | $13,299,000 | -3.3% | 480,460 | +0.5% | 0.02% | -5.0% |
| Q3 2016 | $13,757,000 | +3.5% | 477,850 | -2.5% | 0.02% | 0.0% |
| Q2 2016 | $13,286,000 | +8.1% | 490,088 | +8.1% | 0.02% | 0.0% |
| Q1 2016 | $12,294,000 | +31.5% | 453,488 | +33.7% | 0.02% | +42.9% |
| Q4 2015 | $9,346,000 | – | 339,101 | – | 0.01% | – |
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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% |