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 | $221,174 | -7.3% | 6,513 | -2.7% | 0.03% | 0.0% |
| Q2 2023 | $238,634 | -5.4% | 6,694 | -7.6% | 0.03% | -10.8% |
| Q1 2023 | $252,208 | +6.2% | 7,247 | -1.7% | 0.04% | 0.0% |
| Q4 2022 | $237,560 | -38.3% | 7,375 | -46.1% | 0.04% | -43.9% |
| Q3 2022 | $385,000 | -30.8% | 13,678 | -22.6% | 0.07% | -26.7% |
| Q2 2022 | $556,000 | -14.5% | 17,673 | -0.2% | 0.09% | +7.1% |
| Q1 2022 | $650,000 | +2.0% | 17,712 | +8.2% | 0.08% | +3.7% |
| Q4 2021 | $637,000 | -0.5% | 16,377 | -1.0% | 0.08% | -12.0% |
| Q3 2021 | $640,000 | -6.6% | 16,536 | -4.7% | 0.09% | -7.1% |
| Q2 2021 | $685,000 | +4.7% | 17,354 | -0.2% | 0.10% | -2.0% |
| Q1 2021 | $654,000 | +3.8% | 17,389 | -0.5% | 0.10% | -2.9% |
| Q4 2020 | $630,000 | +2.3% | 17,485 | -10.9% | 0.10% | -7.1% |
| Q3 2020 | $616,000 | +3.5% | 19,623 | -1.8% | 0.11% | -3.4% |
| Q2 2020 | $595,000 | -6.2% | 19,991 | -18.6% | 0.12% | -22.7% |
| Q1 2020 | $634,000 | -25.8% | 24,548 | -3.5% | 0.15% | -6.2% |
| Q4 2019 | $855,000 | -26.4% | 25,438 | -30.2% | 0.16% | -30.4% |
| Q3 2019 | $1,161,000 | +32.2% | 36,452 | +33.2% | 0.23% | +31.4% |
| Q2 2019 | $878,000 | -1.1% | 27,360 | -3.6% | 0.18% | -4.4% |
| Q1 2019 | $888,000 | +26.9% | 28,387 | +14.8% | 0.18% | +11.6% |
| Q4 2018 | $700,000 | -16.3% | 24,725 | -0.8% | 0.16% | -4.7% |
| Q3 2018 | $836,000 | +2.5% | 24,932 | +0.9% | 0.17% | -2.8% |
| Q2 2018 | $816,000 | -4.0% | 24,716 | -2.0% | 0.18% | -8.8% |
| Q1 2018 | $850,000 | +6.4% | 25,218 | +7.6% | 0.19% | +7.2% |
| Q4 2017 | $799,000 | +1.3% | 23,444 | -0.6% | 0.18% | -4.7% |
| Q3 2017 | $789,000 | +0.4% | 23,586 | -4.7% | 0.19% | -4.0% |
| Q2 2017 | $786,000 | -2.6% | 24,742 | -8.4% | 0.20% | -5.3% |
| Q1 2017 | $807,000 | +4.5% | 27,024 | -3.1% | 0.21% | -0.5% |
| Q4 2016 | $772,000 | -11.4% | 27,898 | -7.7% | 0.21% | -14.6% |
| Q3 2016 | $871,000 | +21.1% | 30,241 | +13.9% | 0.25% | +15.0% |
| Q2 2016 | $719,000 | +1.8% | 26,540 | +1.9% | 0.21% | -1.4% |
| Q1 2016 | $706,000 | +2.3% | 26,052 | +4.0% | 0.22% | +0.5% |
| Q4 2015 | $690,000 | +4.5% | 25,049 | +3.9% | 0.22% | -1.4% |
| Q3 2015 | $660,000 | -6.1% | 24,114 | +4.5% | 0.22% | -0.9% |
| Q2 2015 | $703,000 | +4.0% | 23,085 | +3.2% | 0.22% | +5.7% |
| Q1 2015 | $676,000 | +7.0% | 22,367 | +2.4% | 0.21% | +4.5% |
| Q4 2014 | $632,000 | -1.7% | 21,852 | +5.3% | 0.20% | -6.1% |
| Q3 2014 | $643,000 | -7.7% | 20,745 | -1.9% | 0.21% | -5.3% |
| Q2 2014 | $697,000 | +9.1% | 21,147 | +4.2% | 0.22% | +1.8% |
| Q1 2014 | $639,000 | -0.9% | 20,292 | -0.9% | 0.22% | -4.7% |
| Q4 2013 | $645,000 | +6.1% | 20,470 | +2.4% | 0.23% | -0.9% |
| Q3 2013 | $608,000 | +8.2% | 19,997 | -3.1% | 0.23% | +6.8% |
| Q2 2013 | $562,000 | – | 20,627 | – | 0.22% | – |
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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% |