SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 666 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 6.47 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $164,604 | -2.3% | 4,847 | +2.6% | 0.02% | +10.0% |
| Q2 2023 | $168,482 | +14.3% | 4,726 | +11.6% | 0.02% | +5.3% |
| Q1 2023 | $147,413 | +9.5% | 4,236 | +1.4% | 0.02% | +5.6% |
| Q4 2022 | $134,606 | +17.0% | 4,179 | +2.6% | 0.02% | +20.0% |
| Q3 2022 | $115,000 | -5.0% | 4,072 | +5.5% | 0.02% | -11.8% |
| Q2 2022 | $121,000 | -10.4% | 3,861 | +4.8% | 0.02% | 0.0% |
| Q1 2022 | $135,000 | -13.5% | 3,684 | -8.4% | 0.02% | 0.0% |
| Q4 2021 | $156,000 | -3.1% | 4,023 | -3.4% | 0.02% | -15.0% |
| Q3 2021 | $161,000 | -3.6% | 4,163 | -1.9% | 0.02% | 0.0% |
| Q2 2021 | $167,000 | -1.8% | 4,243 | -6.3% | 0.02% | -13.0% |
| Q1 2021 | $170,000 | +2.4% | 4,528 | -2.0% | 0.02% | +4.5% |
| Q4 2020 | $166,000 | +9.2% | 4,622 | -4.6% | 0.02% | -8.3% |
| Q3 2020 | $152,000 | -6.2% | 4,846 | -10.8% | 0.02% | -14.3% |
| Q2 2020 | $162,000 | +12.5% | 5,431 | -2.8% | 0.03% | -15.2% |
| Q1 2020 | $144,000 | -44.8% | 5,590 | -27.9% | 0.03% | -36.5% |
| Q4 2019 | $261,000 | -4.0% | 7,755 | -9.1% | 0.05% | -16.1% |
| Q3 2019 | $272,000 | -2.9% | 8,532 | -2.3% | 0.06% | -7.5% |
| Q2 2019 | $280,000 | +4.5% | 8,732 | +2.1% | 0.07% | +1.5% |
| Q1 2019 | $268,000 | +15.5% | 8,555 | +4.7% | 0.07% | -1.5% |
| Q4 2018 | $232,000 | -22.9% | 8,171 | -8.9% | 0.07% | -19.3% |
| Q3 2018 | $301,000 | +1.3% | 8,965 | -0.2% | 0.08% | -4.6% |
| Q2 2018 | $297,000 | -8.0% | 8,979 | -6.4% | 0.09% | -5.4% |
| Q1 2018 | $323,000 | +14.1% | 9,596 | +15.5% | 0.09% | +9.5% |
| Q4 2017 | $283,000 | +2.5% | 8,310 | +0.7% | 0.08% | +200.0% |
| Q3 2017 | $276,000 | +7.8% | 8,255 | +2.6% | 0.03% | -64.1% |
| Q2 2017 | $256,000 | +13.8% | 8,049 | +6.8% | 0.08% | +8.3% |
| Q1 2017 | $225,000 | +21.0% | 7,539 | +12.1% | 0.07% | +22.0% |
| Q4 2016 | $186,000 | -10.1% | 6,723 | -6.4% | 0.06% | -9.2% |
| Q3 2016 | $207,000 | -6.8% | 7,183 | -12.4% | 0.06% | -11.0% |
| Q2 2016 | $222,000 | +1.4% | 8,200 | +1.3% | 0.07% | +15.9% |
| Q1 2016 | $219,000 | +11.2% | 8,091 | +13.5% | 0.06% | +12.5% |
| Q4 2015 | $197,000 | +2.1% | 7,131 | +1.4% | 0.06% | -8.2% |
| Q3 2015 | $193,000 | +8.4% | 7,034 | +20.5% | 0.06% | +7.0% |
| Q2 2015 | $178,000 | +23.6% | 5,835 | +22.9% | 0.06% | +29.5% |
| Q1 2015 | $144,000 | +61.8% | 4,749 | +54.1% | 0.04% | +57.1% |
| Q4 2014 | $89,000 | +93.5% | 3,081 | +108.9% | 0.03% | +86.7% |
| Q3 2014 | $46,000 | +9.5% | 1,475 | +15.3% | 0.02% | +7.1% |
| Q2 2014 | $42,000 | +1300.0% | 1,279 | +1062.7% | 0.01% | +1300.0% |
| Q1 2014 | $3,000 | – | 110 | – | 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% |