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 | $583,738 | -8.6% | 17,189 | -4.1% | 0.00% | 0.0% |
| Q2 2023 | $638,741 | -2.8% | 17,917 | -5.2% | 0.00% | -33.3% |
| Q1 2023 | $657,477 | -13.0% | 18,893 | -19.5% | 0.00% | 0.0% |
| Q4 2022 | $755,840 | +106.0% | 23,466 | +79.9% | 0.00% | +50.0% |
| Q3 2022 | $367,000 | -44.5% | 13,041 | -38.0% | 0.00% | -33.3% |
| Q2 2022 | $661,000 | +30.4% | 21,017 | +52.1% | 0.00% | +50.0% |
| Q1 2022 | $507,000 | +32.0% | 13,818 | +39.9% | 0.00% | +100.0% |
| Q4 2021 | $384,000 | +0.5% | 9,875 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $382,000 | -2.1% | 9,875 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $390,000 | +5.1% | 9,875 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $371,000 | +4.2% | 9,875 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $356,000 | +483.6% | 9,875 | +448.6% | 0.00% | – |
| Q4 2019 | $61,000 | -52.3% | 1,800 | -60.2% | 0.00% | -100.0% |
| Q4 2018 | $128,000 | +481.8% | 4,517 | +605.8% | 0.00% | – |
| Q1 2018 | $22,000 | -94.7% | 640 | -95.3% | 0.00% | -100.0% |
| Q4 2017 | $414,000 | +50.5% | 13,565 | +65.6% | 0.00% | +100.0% |
| Q3 2017 | $275,000 | +4.6% | 8,193 | -1.0% | 0.00% | 0.0% |
| Q2 2017 | $263,000 | +25.2% | 8,275 | +9.1% | 0.00% | 0.0% |
| Q1 2017 | $210,000 | -8.7% | 7,588 | -9.0% | 0.00% | 0.0% |
| Q4 2016 | $230,000 | -5.0% | 8,334 | -0.5% | 0.00% | 0.0% |
| Q3 2016 | $242,000 | +5.7% | 8,380 | -0.9% | 0.00% | 0.0% |
| Q2 2016 | $229,000 | -5.8% | 8,460 | -5.8% | 0.00% | 0.0% |
| Q1 2016 | $243,000 | -0.4% | 8,985 | +1.4% | 0.00% | 0.0% |
| Q4 2015 | $244,000 | -24.2% | 8,862 | -24.8% | 0.00% | -50.0% |
| Q3 2015 | $322,000 | -1.5% | 11,781 | +9.7% | 0.00% | 0.0% |
| Q2 2015 | $327,000 | +0.6% | 10,739 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $325,000 | -3.6% | 10,739 | -7.9% | 0.00% | 0.0% |
| Q4 2014 | $337,000 | -7.2% | 11,666 | -0.4% | 0.00% | 0.0% |
| Q3 2014 | $363,000 | -9.5% | 11,713 | -3.7% | 0.00% | -33.3% |
| Q2 2014 | $401,000 | – | 12,167 | – | 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% |