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 | $392,917 | -4.7% | 11,570 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $412,471 | +25.1% | 11,570 | +22.1% | 0.02% | +14.3% |
| Q1 2023 | $329,695 | +8.0% | 9,474 | 0.0% | 0.01% | +7.7% |
| Q4 2022 | $305,158 | +14.7% | 9,474 | +0.0% | 0.01% | +8.3% |
| Q3 2022 | $266,000 | -10.7% | 9,472 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $298,000 | -14.4% | 9,472 | +0.0% | 0.01% | 0.0% |
| Q1 2022 | $348,000 | +2.7% | 9,471 | +8.7% | 0.01% | +20.0% |
| Q4 2021 | $339,000 | +8.3% | 8,713 | +7.9% | 0.01% | 0.0% |
| Q3 2021 | $313,000 | -1.9% | 8,078 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $319,000 | +4.9% | 8,078 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $304,000 | +6.7% | 8,078 | +2.0% | 0.01% | 0.0% |
| Q4 2020 | $285,000 | +119.2% | 7,917 | +91.0% | 0.01% | +66.7% |
| Q3 2020 | $130,000 | +18.2% | 4,145 | +17.3% | 0.01% | +20.0% |
| Q2 2020 | $110,000 | +1733.3% | 3,535 | +1404.3% | 0.01% | – |
| Q1 2020 | $6,000 | -85.4% | 235 | -81.0% | 0.00% | -100.0% |
| Q4 2019 | $41,000 | +412.5% | 1,235 | +425.5% | 0.00% | – |
| Q3 2019 | $8,000 | 0.0% | 235 | 0.0% | 0.00% | – |
| Q2 2019 | $8,000 | 0.0% | 235 | 0.0% | 0.00% | – |
| Q1 2019 | $8,000 | +14.3% | 235 | 0.0% | 0.00% | -100.0% |
| Q4 2018 | $7,000 | 0.0% | 235 | 0.0% | 0.00% | – |
| Q3 2018 | $7,000 | 0.0% | 235 | 0.0% | 0.00% | – |
| Q2 2018 | $7,000 | – | 235 | – | 0.00% | – |
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% |