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 | $8,634,004 | +17.2% | 254,240 | +23.0% | 0.34% | +14.2% |
| Q2 2023 | $7,367,853 | +21.8% | 206,672 | +18.9% | 0.30% | +13.0% |
| Q1 2023 | $6,050,607 | +13.9% | 173,868 | +5.4% | 0.26% | +4.8% |
| Q4 2022 | $5,311,462 | +35.7% | 164,901 | +18.5% | 0.25% | +22.0% |
| Q3 2022 | $3,914,000 | +21.5% | 139,143 | +35.9% | 0.20% | +21.3% |
| Q2 2022 | $3,221,000 | -25.2% | 102,414 | -12.7% | 0.17% | -21.4% |
| Q1 2022 | $4,307,000 | -8.9% | 117,296 | -3.5% | 0.22% | -8.9% |
| Q4 2021 | $4,726,000 | -32.8% | 121,597 | -33.1% | 0.24% | -41.0% |
| Q3 2021 | $7,031,000 | +68.1% | 181,670 | +71.4% | 0.40% | +58.1% |
| Q2 2021 | $4,182,000 | +23.5% | 106,011 | +17.8% | 0.25% | -6.6% |
| Q1 2021 | $3,385,000 | +47.6% | 89,983 | +41.3% | 0.27% | +54.9% |
| Q4 2020 | $2,294,000 | +58.5% | 63,699 | +38.2% | 0.18% | +41.1% |
| Q3 2020 | $1,447,000 | +64.4% | 46,097 | +55.9% | 0.12% | +51.2% |
| Q2 2020 | $880,000 | +7.7% | 29,565 | -6.5% | 0.08% | -7.9% |
| Q1 2020 | $817,000 | -33.0% | 31,613 | -12.8% | 0.09% | -33.6% |
| Q4 2019 | $1,219,000 | -12.7% | 36,234 | -17.3% | 0.13% | -20.7% |
| Q3 2019 | $1,396,000 | +59.2% | 43,829 | +60.3% | 0.17% | +48.2% |
| Q2 2019 | $877,000 | +74.4% | 27,344 | +70.1% | 0.11% | +56.2% |
| Q1 2019 | $503,000 | +6.8% | 16,073 | -3.3% | 0.07% | -8.8% |
| Q4 2018 | $471,000 | -31.7% | 16,626 | -19.2% | 0.08% | -34.4% |
| Q3 2018 | $690,000 | -4.8% | 20,569 | -6.3% | 0.12% | -10.3% |
| Q2 2018 | $725,000 | +16.9% | 21,945 | +19.4% | 0.14% | +10.6% |
| Q1 2018 | $620,000 | +38.1% | 18,381 | +39.4% | 0.12% | +28.1% |
| Q4 2017 | $449,000 | +16.9% | 13,185 | +14.9% | 0.10% | +7.9% |
| Q3 2017 | $384,000 | +0.5% | 11,473 | -4.6% | 0.09% | -4.3% |
| Q2 2017 | $382,000 | +11.0% | 12,023 | +4.3% | 0.09% | +8.1% |
| Q1 2017 | $344,000 | -19.6% | 11,522 | -25.5% | 0.09% | -18.1% |
| Q4 2016 | $428,000 | -12.3% | 15,466 | -8.7% | 0.10% | -17.3% |
| Q3 2016 | $488,000 | +6.6% | 16,945 | +0.3% | 0.13% | +5.8% |
| Q2 2016 | $458,000 | -58.9% | 16,891 | -58.9% | 0.12% | -55.4% |
| Q1 2016 | $1,114,000 | -18.4% | 41,099 | -17.0% | 0.27% | -19.0% |
| Q4 2015 | $1,365,000 | -3.4% | 49,515 | -4.1% | 0.33% | -0.6% |
| Q3 2015 | $1,413,000 | -19.9% | 51,637 | -10.9% | 0.33% | -18.5% |
| Q2 2015 | $1,765,000 | -8.0% | 57,934 | -8.7% | 0.41% | -10.9% |
| Q1 2015 | $1,918,000 | +5.6% | 63,435 | +0.9% | 0.46% | +3.6% |
| Q4 2014 | $1,817,000 | -1.0% | 62,854 | +6.2% | 0.44% | 0.0% |
| Q3 2014 | $1,835,000 | -1.5% | 59,158 | +4.8% | 0.44% | -3.9% |
| Q2 2014 | $1,862,000 | -0.3% | 56,447 | -4.8% | 0.46% | -6.1% |
| Q1 2014 | $1,868,000 | +5.5% | 59,313 | +5.6% | 0.49% | -1.8% |
| Q4 2013 | $1,770,000 | +19.8% | 56,152 | +15.5% | 0.50% | +8.4% |
| Q3 2013 | $1,478,000 | +14.5% | 48,632 | +2.6% | 0.46% | +7.4% |
| Q2 2013 | $1,291,000 | – | 47,395 | – | 0.43% | – |
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% |