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 | $7 | 0.0% | 195 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $7 | 0.0% | 195 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $7 | +16.7% | 195 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $6 | -99.9% | 195 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $5,000 | -16.7% | 195 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $6,000 | -14.3% | 195 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $7,000 | -12.5% | 195 | 0.0% | 0.00% | -33.3% |
| Q4 2021 | $8,000 | 0.0% | 195 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $8,000 | 0.0% | 195 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $8,000 | +14.3% | 195 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $7,000 | 0.0% | 195 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $7,000 | +16.7% | 195 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $6,000 | 0.0% | 195 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $6,000 | +20.0% | 195 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $5,000 | -28.6% | 195 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $7,000 | +16.7% | 195 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $6,000 | 0.0% | 195 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $6,000 | 0.0% | 195 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $6,000 | 0.0% | 195 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $6,000 | -14.3% | 195 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $7,000 | +16.7% | 195 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $6,000 | -14.3% | 195 | 0.0% | 0.00% | -25.0% |
| Q1 2018 | $7,000 | 0.0% | 195 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $7,000 | 0.0% | 195 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $7,000 | 0.0% | 195 | -22.3% | 0.00% | 0.0% |
| Q1 2017 | $7,000 | -63.2% | 251 | -63.0% | 0.00% | -66.7% |
| Q4 2016 | $19,000 | +216.7% | 678 | +216.8% | 0.01% | +200.0% |
| Q3 2016 | $6,000 | 0.0% | 214 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $6,000 | 0.0% | 214 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $6,000 | 0.0% | 214 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $6,000 | 0.0% | 214 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $6,000 | +200.0% | 214 | +282.1% | 0.00% | +300.0% |
| Q2 2015 | $2,000 | -50.0% | 56 | -61.4% | 0.00% | -50.0% |
| Q1 2015 | $4,000 | 0.0% | 145 | +3.6% | 0.00% | 0.0% |
| Q4 2014 | $4,000 | 0.0% | 140 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $4,000 | -42.9% | 140 | 0.0% | 0.00% | -33.3% |
| Q2 2014 | $7,000 | +600.0% | 140 | +636.8% | 0.00% | +200.0% |
| Q1 2014 | $1,000 | 0.0% | 19 | -90.3% | 0.00% | – |
| Q4 2013 | $1,000 | 0.0% | 195 | 0.0% | 0.00% | -100.0% |
| Q3 2013 | $1,000 | 0.0% | 195 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $1,000 | – | 195 | – | 0.00% | – |
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% |