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 | $28,444,307 | -4.0% | 837,583 | +0.8% | 0.08% | -47.4% |
| Q2 2023 | $29,615,780 | -13.5% | 830,737 | -15.5% | 0.15% | +111.0% |
| Q1 2023 | $34,219,397 | +13.1% | 983,316 | +4.7% | 0.07% | +7.4% |
| Q4 2022 | $30,256,045 | +247.5% | 939,337 | +203.4% | 0.07% | +195.7% |
| Q3 2022 | $8,708,000 | -22.2% | 309,570 | -13.0% | 0.02% | -20.7% |
| Q2 2022 | $11,188,000 | -6.1% | 355,741 | +9.7% | 0.03% | +11.5% |
| Q1 2022 | $11,910,000 | +4.6% | 324,334 | +10.8% | 0.03% | +8.3% |
| Q4 2021 | $11,382,000 | +5.2% | 292,832 | +4.7% | 0.02% | -7.7% |
| Q3 2021 | $10,822,000 | +20.4% | 279,634 | +22.7% | 0.03% | +13.0% |
| Q2 2021 | $8,990,000 | +57.3% | 227,871 | +50.0% | 0.02% | +27.8% |
| Q1 2021 | $5,714,000 | -15.1% | 151,889 | -18.7% | 0.02% | -18.2% |
| Q4 2020 | $6,730,000 | +31.2% | 186,884 | +14.4% | 0.02% | +10.0% |
| Q3 2020 | $5,131,000 | +8.9% | 163,412 | +3.2% | 0.02% | -4.8% |
| Q2 2020 | $4,711,000 | +22.0% | 158,337 | +6.0% | 0.02% | -4.5% |
| Q1 2020 | $3,860,000 | +130.4% | 149,364 | +199.8% | 0.02% | +175.0% |
| Q4 2019 | $1,675,000 | +24.2% | 49,821 | +17.7% | 0.01% | +14.3% |
| Q3 2019 | $1,349,000 | +64.5% | 42,342 | +65.8% | 0.01% | +75.0% |
| Q2 2019 | $820,000 | +35.3% | 25,540 | +32.0% | 0.00% | +33.3% |
| Q1 2019 | $606,000 | +24.2% | 19,348 | +12.3% | 0.00% | 0.0% |
| Q4 2018 | $488,000 | -20.8% | 17,223 | -6.3% | 0.00% | 0.0% |
| Q3 2018 | $616,000 | +70.6% | 18,377 | +68.0% | 0.00% | +50.0% |
| Q2 2018 | $361,000 | -25.6% | 10,936 | -24.0% | 0.00% | -33.3% |
| Q1 2018 | $485,000 | +13.3% | 14,389 | +14.6% | 0.00% | 0.0% |
| Q4 2017 | $428,000 | +107.8% | 12,558 | +104.5% | 0.00% | +200.0% |
| Q3 2017 | $206,000 | +0.5% | 6,142 | -9.5% | 0.00% | -50.0% |
| Q1 2015 | $205,000 | – | 6,786 | – | 0.00% | – |
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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% |