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 | $1,364,581 | -7.0% | 40,182 | -2.4% | 1.04% | -4.6% |
| Q2 2023 | $1,467,497 | -0.6% | 41,164 | -3.0% | 1.08% | +3.2% |
| Q1 2023 | $1,476,738 | +12.7% | 42,435 | +4.3% | 1.05% | +3.3% |
| Q4 2022 | $1,310,689 | +15.6% | 40,692 | +1.0% | 1.02% | +9.0% |
| Q3 2022 | $1,134,000 | -17.2% | 40,297 | -7.5% | 0.93% | -17.2% |
| Q2 2022 | $1,370,000 | -16.2% | 43,575 | -2.1% | 1.13% | +0.8% |
| Q1 2022 | $1,634,000 | -3.3% | 44,512 | +2.4% | 1.12% | -8.7% |
| Q4 2021 | $1,689,000 | +1.3% | 43,451 | +0.8% | 1.22% | -0.8% |
| Q3 2021 | $1,668,000 | -2.2% | 43,101 | -0.3% | 1.24% | -2.3% |
| Q2 2021 | $1,705,000 | -6.8% | 43,226 | -11.1% | 1.26% | -11.1% |
| Q1 2021 | $1,829,000 | -9.1% | 48,608 | -10.3% | 1.42% | -9.6% |
| Q4 2020 | $2,012,000 | +13.7% | 54,171 | -3.8% | 1.57% | -14.7% |
| Q3 2020 | $1,769,000 | +4.1% | 56,326 | -1.4% | 1.84% | +1.7% |
| Q2 2020 | $1,700,000 | +6.5% | 57,133 | -7.5% | 1.82% | -15.1% |
| Q1 2020 | $1,596,000 | -14.8% | 61,758 | +10.8% | 2.14% | +14.9% |
| Q4 2019 | $1,874,000 | +10.0% | 55,734 | +4.2% | 1.86% | +5.7% |
| Q3 2019 | $1,704,000 | +12.7% | 53,484 | +13.5% | 1.76% | +21.0% |
| Q2 2019 | $1,512,000 | -0.1% | 47,119 | -2.5% | 1.46% | +1.3% |
| Q1 2019 | $1,513,000 | -8.9% | 48,312 | -17.5% | 1.44% | -15.6% |
| Q4 2018 | $1,661,000 | +3.7% | 58,578 | +22.6% | 1.70% | +18.3% |
| Q3 2018 | $1,602,000 | -30.6% | 47,775 | -31.6% | 1.44% | -32.4% |
| Q2 2018 | $2,307,000 | -9.5% | 69,801 | -7.7% | 2.13% | -14.7% |
| Q1 2018 | $2,549,000 | -0.8% | 75,612 | +0.3% | 2.50% | +7.2% |
| Q4 2017 | $2,569,000 | -59.8% | 75,409 | -60.6% | 2.33% | -62.3% |
| Q3 2017 | $6,398,000 | +6.1% | 191,163 | +0.8% | 6.18% | +6.7% |
| Q2 2017 | $6,029,000 | +8.0% | 189,703 | +1.5% | 5.79% | +4.8% |
| Q1 2017 | $5,581,000 | +4.7% | 186,830 | -3.0% | 5.53% | -1.0% |
| Q4 2016 | $5,333,000 | +18.3% | 192,670 | +23.1% | 5.58% | +25.9% |
| Q3 2016 | $4,507,000 | +7.7% | 156,560 | +1.5% | 4.44% | +5.4% |
| Q2 2016 | $4,183,000 | -47.8% | 154,285 | -47.8% | 4.21% | -0.8% |
| Q1 2016 | $8,016,000 | +103.4% | 295,710 | +106.8% | 4.24% | -5.5% |
| Q4 2015 | $3,941,000 | +1.3% | 143,005 | +0.6% | 4.49% | -3.5% |
| Q3 2015 | $3,890,000 | -8.8% | 142,115 | +1.5% | 4.65% | +6.0% |
| Q2 2015 | $4,267,000 | -3.3% | 140,055 | -4.1% | 4.39% | +0.5% |
| Q1 2015 | $4,414,000 | – | 146,005 | – | 4.36% | – |
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% |