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 | $1,772 | -6.2% | 52,172 | +0.3% | 1.08% | +1.0% |
| Q2 2023 | $1,889 | +5.7% | 52,024 | +1.3% | 1.07% | -3.3% |
| Q1 2023 | $1,787 | +6.8% | 51,341 | -1.2% | 1.11% | +2.4% |
| Q4 2022 | $1,674 | -99.9% | 51,972 | -0.8% | 1.08% | +3.9% |
| Q3 2022 | $1,474,000 | -11.0% | 52,408 | -0.4% | 1.04% | -6.2% |
| Q2 2022 | $1,656,000 | -14.8% | 52,644 | -0.6% | 1.11% | +1.2% |
| Q1 2022 | $1,944,000 | -4.4% | 52,950 | +1.2% | 1.10% | -0.9% |
| Q4 2021 | $2,034,000 | +5.2% | 52,321 | +4.8% | 1.11% | -5.6% |
| Q3 2021 | $1,933,000 | +2.1% | 49,942 | +4.0% | 1.17% | +2.3% |
| Q2 2021 | $1,894,000 | +6.8% | 48,008 | +1.8% | 1.15% | +1.6% |
| Q1 2021 | $1,774,000 | +7.6% | 47,151 | +3.0% | 1.13% | -0.5% |
| Q4 2020 | $1,649,000 | -11.0% | 45,799 | -22.3% | 1.14% | +16.2% |
| Q3 2020 | $1,852,000 | +6.6% | 58,971 | +1.0% | 0.98% | 0.0% |
| Q2 2020 | $1,737,000 | +15.0% | 58,375 | -0.1% | 0.98% | -4.2% |
| Q1 2020 | $1,510,000 | -24.5% | 58,451 | -1.8% | 1.02% | +3.3% |
| Q4 2019 | $2,001,000 | +5.8% | 59,511 | +0.2% | 0.99% | +0.5% |
| Q3 2019 | $1,892,000 | -2.2% | 59,390 | -1.5% | 0.98% | -2.4% |
| Q2 2019 | $1,935,000 | +6.7% | 60,303 | +4.1% | 1.01% | +4.9% |
| Q1 2019 | $1,813,000 | +10.3% | 57,905 | -0.1% | 0.96% | -1.0% |
| Q4 2018 | $1,643,000 | -28.5% | 57,955 | -15.5% | 0.97% | -14.9% |
| Q3 2018 | $2,299,000 | +2.3% | 68,569 | +0.9% | 1.14% | +0.7% |
| Q2 2018 | $2,247,000 | +24.5% | 67,979 | +27.0% | 1.13% | +12.0% |
| Q1 2018 | $1,805,000 | +4.0% | 53,533 | +5.1% | 1.01% | +11.4% |
| Q4 2017 | $1,735,000 | +12.6% | 50,915 | +10.6% | 0.91% | +5.0% |
| Q3 2017 | $1,541,000 | +11.3% | 46,055 | +5.7% | 0.86% | +7.5% |
| Q2 2017 | $1,385,000 | +6.9% | 43,570 | +0.5% | 0.80% | +5.4% |
| Q1 2017 | $1,296,000 | +13.0% | 43,372 | +4.6% | 0.76% | +7.0% |
| Q4 2016 | $1,147,000 | +7.5% | 41,448 | +11.8% | 0.71% | +4.2% |
| Q3 2016 | $1,067,000 | +7.7% | 37,076 | +1.4% | 0.68% | +3.2% |
| Q2 2016 | $991,000 | +7.1% | 36,551 | +7.1% | 0.66% | +2.3% |
| Q1 2016 | $925,000 | +9.5% | 34,119 | +11.3% | 0.65% | +11.3% |
| Q4 2015 | $845,000 | +64.1% | 30,657 | +62.8% | 0.58% | +54.8% |
| Q3 2015 | $515,000 | -9.0% | 18,829 | +1.4% | 0.38% | -1.1% |
| Q2 2015 | $566,000 | – | 18,566 | – | 0.38% | – |
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% |