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 | $65,401 | -1.2% | 1,925,827 | +3.7% | 2.51% | -0.3% |
Q2 2023 | $66,190 | +14.2% | 1,856,648 | +11.5% | 2.52% | +3.7% |
Q1 2023 | $57,966 | +30.2% | 1,665,685 | +20.5% | 2.43% | +21.3% |
Q4 2022 | $44,532 | -99.9% | 1,382,539 | +1.7% | 2.00% | +4.3% |
Q3 2022 | $38,242,000 | -7.6% | 1,359,468 | +3.3% | 1.92% | -4.1% |
Q2 2022 | $41,384,000 | +4.6% | 1,315,867 | +22.2% | 2.00% | +13.3% |
Q1 2022 | $39,557,000 | -0.5% | 1,077,250 | +5.3% | 1.77% | -0.2% |
Q4 2021 | $39,756,000 | +9.7% | 1,022,783 | +9.2% | 1.77% | -2.9% |
Q3 2021 | $36,257,000 | +5.6% | 936,881 | +7.7% | 1.82% | +4.2% |
Q2 2021 | $34,326,000 | +146.0% | 870,125 | +134.6% | 1.75% | +132.9% |
Q1 2021 | $13,951,000 | +19.4% | 370,840 | +14.3% | 0.75% | +8.2% |
Q4 2020 | $11,680,000 | +19.6% | 324,341 | +4.3% | 0.69% | +6.0% |
Q3 2020 | $9,764,000 | +14.0% | 310,969 | +8.0% | 0.66% | +5.3% |
Q2 2020 | $8,565,000 | +34.7% | 287,894 | +17.0% | 0.62% | +14.3% |
Q1 2020 | $6,360,000 | -13.2% | 246,117 | +13.0% | 0.54% | +5.6% |
Q4 2019 | $7,323,000 | +15.8% | 217,757 | +9.7% | 0.52% | +4.3% |
Q3 2019 | $6,322,000 | +21.0% | 198,440 | +21.9% | 0.49% | +12.8% |
Q2 2019 | $5,224,000 | +15.5% | 162,782 | +12.7% | 0.44% | +6.8% |
Q1 2019 | $4,522,000 | +33.0% | 144,421 | +20.4% | 0.41% | +16.1% |
Q4 2018 | $3,400,000 | +2.5% | 119,913 | +21.2% | 0.35% | +13.1% |
Q3 2018 | $3,317,000 | +28.0% | 98,936 | +26.2% | 0.31% | +22.4% |
Q2 2018 | $2,591,000 | +17.6% | 78,402 | +19.9% | 0.26% | +13.8% |
Q1 2018 | $2,204,000 | +78.6% | 65,367 | +80.5% | 0.22% | +73.6% |
Q4 2017 | $1,234,000 | +227.3% | 36,219 | +221.3% | 0.13% | +186.7% |
Q3 2017 | $377,000 | +1695.2% | 11,273 | +1393.1% | 0.04% | +1400.0% |
Q4 2016 | $21,000 | -4.5% | 755 | 0.0% | 0.00% | -25.0% |
Q3 2016 | $22,000 | – | 755 | – | 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% |