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 | $301,650 | -4.8% | 8,883 | -0.1% | 0.02% | 0.0% |
| Q2 2023 | $316,972 | +2.9% | 8,891 | +0.4% | 0.02% | 0.0% |
| Q1 2023 | $308,090 | +15.8% | 8,853 | +7.1% | 0.02% | +6.2% |
| Q4 2022 | $266,157 | +53.8% | 8,263 | +34.3% | 0.02% | +45.5% |
| Q3 2022 | $173,000 | -6.5% | 6,151 | +4.3% | 0.01% | 0.0% |
| Q2 2022 | $185,000 | +585.2% | 5,899 | +681.3% | 0.01% | +1000.0% |
| Q1 2022 | $27,000 | +12.5% | 755 | +19.7% | 0.00% | 0.0% |
| Q4 2021 | $24,000 | 0.0% | 631 | +2.1% | 0.00% | 0.0% |
| Q3 2021 | $24,000 | +4.3% | 618 | +3.9% | 0.00% | 0.0% |
| Q2 2021 | $23,000 | 0.0% | 595 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $23,000 | +9.5% | 595 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $21,000 | +10.5% | 595 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $19,000 | +11.8% | 595 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $17,000 | +240.0% | 595 | +232.4% | 0.00% | – |
| Q1 2020 | $5,000 | -58.3% | 179 | -51.9% | 0.00% | -100.0% |
| Q1 2019 | $12,000 | -91.5% | 372 | -92.0% | 0.00% | -93.8% |
| Q2 2015 | $142,000 | +0.7% | 4,672 | 0.0% | 0.02% | 0.0% |
| Q1 2015 | $141,000 | -9.0% | 4,672 | -13.0% | 0.02% | -15.8% |
| Q4 2014 | $155,000 | -7.2% | 5,372 | 0.0% | 0.02% | -9.5% |
| Q3 2014 | $167,000 | -35.0% | 5,372 | -31.2% | 0.02% | -34.4% |
| Q2 2014 | $257,000 | – | 7,807 | – | 0.03% | – |
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% |