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 | $370,266 | -3.6% | 10,903 | +1.2% | 0.01% | 0.0% |
| Q2 2023 | $384,236 | +1.6% | 10,778 | -0.8% | 0.01% | -6.7% |
| Q1 2023 | $378,032 | +6.4% | 10,863 | -1.5% | 0.02% | 0.0% |
| Q4 2022 | $355,180 | +3.0% | 11,027 | -10.0% | 0.02% | -6.2% |
| Q3 2022 | $345,000 | -3.6% | 12,257 | +7.8% | 0.02% | 0.0% |
| Q2 2022 | $358,000 | -14.4% | 11,372 | -0.2% | 0.02% | +6.7% |
| Q1 2022 | $418,000 | -11.6% | 11,397 | -6.3% | 0.02% | -6.2% |
| Q4 2021 | $473,000 | -13.5% | 12,165 | -13.9% | 0.02% | -23.8% |
| Q3 2021 | $547,000 | -8.4% | 14,135 | -6.5% | 0.02% | -8.7% |
| Q2 2021 | $597,000 | +6.4% | 15,112 | +1.4% | 0.02% | -4.2% |
| Q1 2021 | $561,000 | +13.6% | 14,903 | +8.7% | 0.02% | +9.1% |
| Q4 2020 | $494,000 | +14.9% | 13,709 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $430,000 | +0.5% | 13,709 | -4.6% | 0.02% | -12.0% |
| Q2 2020 | $428,000 | -5.7% | 14,375 | -18.2% | 0.02% | -21.9% |
| Q1 2020 | $454,000 | -40.7% | 17,581 | -22.8% | 0.03% | -27.3% |
| Q4 2019 | $766,000 | +48.2% | 22,780 | +40.5% | 0.04% | +33.3% |
| Q3 2019 | $517,000 | -0.8% | 16,217 | -0.1% | 0.03% | -2.9% |
| Q2 2019 | $521,000 | +0.6% | 16,240 | -1.8% | 0.03% | -5.6% |
| Q1 2019 | $518,000 | +9.1% | 16,535 | -1.4% | 0.04% | -18.2% |
| Q4 2018 | $475,000 | -13.0% | 16,770 | -5.1% | 0.04% | -2.2% |
| Q3 2018 | $546,000 | -2.5% | 17,670 | +3.6% | 0.04% | +4.7% |
| Q2 2018 | $560,000 | -9.1% | 17,061 | -3.9% | 0.04% | -17.3% |
| Q1 2018 | $616,000 | +5.5% | 17,751 | +2.7% | 0.05% | 0.0% |
| Q4 2017 | $584,000 | +28.4% | 17,291 | +28.7% | 0.05% | -1.9% |
| Q3 2017 | $455,000 | +12.3% | 13,439 | +9.1% | 0.05% | +8.2% |
| Q2 2017 | $405,000 | +6.6% | 12,319 | +0.7% | 0.05% | +4.3% |
| Q1 2017 | $380,000 | -14.8% | 12,229 | -22.1% | 0.05% | -20.3% |
| Q4 2016 | $446,000 | +33.9% | 15,694 | +32.0% | 0.06% | +22.9% |
| Q3 2016 | $333,000 | +1.8% | 11,889 | +1.6% | 0.05% | +4.3% |
| Q2 2016 | $327,000 | +2.5% | 11,705 | -0.7% | 0.05% | -6.1% |
| Q1 2016 | $319,000 | +8.9% | 11,783 | +4.8% | 0.05% | -3.9% |
| Q4 2015 | $293,000 | -13.8% | 11,243 | -3.2% | 0.05% | -12.1% |
| Q3 2015 | $340,000 | -11.2% | 11,620 | -7.5% | 0.06% | -13.4% |
| Q2 2015 | $383,000 | -2.5% | 12,558 | 0.0% | 0.07% | -1.5% |
| Q1 2015 | $393,000 | +9.8% | 12,558 | 0.0% | 0.07% | +1.5% |
| Q4 2014 | $358,000 | -8.2% | 12,558 | 0.0% | 0.07% | -14.1% |
| Q3 2014 | $390,000 | -29.6% | 12,558 | -25.3% | 0.08% | -38.1% |
| Q2 2014 | $554,000 | +8.6% | 16,808 | +3.7% | 0.13% | -6.0% |
| Q1 2014 | $510,000 | -3.4% | 16,205 | -3.2% | 0.13% | -5.6% |
| Q4 2013 | $528,000 | -0.6% | 16,737 | -4.2% | 0.14% | -13.4% |
| Q3 2013 | $531,000 | +12.7% | 17,465 | +1.1% | 0.16% | +5.8% |
| Q2 2013 | $471,000 | – | 17,277 | – | 0.16% | – |
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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% |