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 | $612,120 | -2.6% | 18,025 | +2.2% | 0.19% | 0.0% |
| Q2 2023 | $628,496 | +4.5% | 17,630 | +2.0% | 0.19% | 0.0% |
| Q1 2023 | $601,194 | +7.6% | 17,276 | -0.4% | 0.19% | +4.4% |
| Q4 2022 | $558,778 | +13.6% | 17,348 | -0.8% | 0.18% | +8.3% |
| Q3 2022 | $492,000 | -18.4% | 17,490 | -8.8% | 0.17% | -13.8% |
| Q2 2022 | $603,000 | -17.7% | 19,179 | -4.0% | 0.20% | -4.9% |
| Q1 2022 | $733,000 | -53.0% | 19,974 | -50.3% | 0.21% | -4.6% |
| Q4 2021 | $1,560,000 | +100.8% | 40,218 | +100.3% | 0.22% | -3.1% |
| Q3 2021 | $777,000 | +1.3% | 20,077 | +3.2% | 0.22% | +1.4% |
| Q2 2021 | $767,000 | +5.8% | 19,454 | +0.9% | 0.22% | +0.9% |
| Q1 2021 | $725,000 | +4.8% | 19,278 | +0.3% | 0.22% | -2.2% |
| Q4 2020 | $692,000 | +15.1% | 19,224 | +0.5% | 0.22% | +3.2% |
| Q3 2020 | $601,000 | +1.2% | 19,125 | -4.2% | 0.22% | 0.0% |
| Q2 2020 | $594,000 | +22.7% | 19,959 | +6.6% | 0.22% | +6.4% |
| Q1 2020 | $484,000 | -24.0% | 18,722 | -1.1% | 0.20% | -9.8% |
| Q4 2019 | $637,000 | +5.6% | 18,932 | +0.1% | 0.22% | +1.8% |
| Q3 2019 | $603,000 | +5.6% | 18,917 | +6.4% | 0.22% | +4.7% |
| Q2 2019 | $571,000 | +3.6% | 17,782 | +1.1% | 0.21% | +1.0% |
| Q1 2019 | $551,000 | +17.5% | 17,585 | +6.3% | 0.21% | +5.6% |
| Q4 2018 | $469,000 | -14.4% | 16,546 | +1.2% | 0.20% | +2.1% |
| Q3 2018 | $548,000 | +6.6% | 16,345 | +5.1% | 0.19% | +4.3% |
| Q2 2018 | $514,000 | -2.1% | 15,550 | -0.1% | 0.19% | -2.6% |
| Q1 2018 | $525,000 | +18.2% | 15,567 | +19.5% | 0.19% | +18.6% |
| Q4 2017 | $444,000 | +4.7% | 13,025 | +2.7% | 0.16% | 0.0% |
| Q3 2017 | $424,000 | +9.8% | 12,680 | +4.4% | 0.16% | +5.9% |
| Q2 2017 | $386,000 | +10.0% | 12,146 | +3.5% | 0.15% | +7.8% |
| Q1 2017 | $351,000 | +12.9% | 11,737 | +4.6% | 0.14% | +11.0% |
| Q4 2016 | $311,000 | +1.6% | 11,222 | +5.5% | 0.13% | +4.1% |
| Q3 2016 | $306,000 | +10.1% | 10,632 | +3.7% | 0.12% | +9.9% |
| Q2 2016 | $278,000 | +4.1% | 10,248 | +4.2% | 0.11% | +3.7% |
| Q1 2016 | $267,000 | -6.0% | 9,837 | -4.6% | 0.11% | -4.5% |
| Q4 2015 | $284,000 | -0.4% | 10,316 | -1.0% | 0.11% | -2.6% |
| Q3 2015 | $285,000 | -9.2% | 10,417 | +1.0% | 0.12% | -1.7% |
| Q2 2015 | $314,000 | +1.3% | 10,317 | +0.7% | 0.12% | +0.9% |
| Q1 2015 | $310,000 | +6.9% | 10,246 | +2.1% | 0.12% | +1.8% |
| Q4 2014 | $290,000 | -11.6% | 10,031 | -5.0% | 0.11% | -10.2% |
| Q3 2014 | $328,000 | -7.1% | 10,560 | -1.2% | 0.13% | -4.5% |
| Q2 2014 | $353,000 | -6.4% | 10,689 | -10.6% | 0.13% | -10.1% |
| Q1 2014 | $377,000 | -0.8% | 11,962 | -0.7% | 0.15% | -2.6% |
| Q4 2013 | $380,000 | +2.4% | 12,049 | -1.3% | 0.15% | -15.6% |
| Q3 2013 | $371,000 | +10.7% | 12,210 | -0.7% | 0.18% | +6.5% |
| Q2 2013 | $335,000 | – | 12,296 | – | 0.17% | – |
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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% |