SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 22 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $22,086,557 | +14.6% | 597,580 | +5.3% | 7.32% | +2.4% |
| Q3 2023 | $19,279,160 | -2.7% | 567,702 | +2.1% | 7.14% | -0.1% |
| Q2 2023 | $19,818,334 | +2.4% | 555,914 | -0.1% | 7.15% | -1.2% |
| Q1 2023 | $19,356,247 | +6.9% | 556,214 | -1.1% | 7.24% | -1.6% |
| Q4 2022 | $18,113,197 | +26.6% | 562,347 | +10.5% | 7.35% | +12.3% |
| Q3 2022 | $14,311,000 | -9.0% | 508,757 | +1.7% | 6.55% | -3.8% |
| Q2 2022 | $15,732,000 | -2.7% | 500,214 | +13.6% | 6.81% | +9.0% |
| Q1 2022 | $16,169,000 | -8.0% | 440,329 | -2.6% | 6.25% | -3.7% |
| Q4 2021 | $17,566,000 | +0.5% | 451,912 | +0.1% | 6.49% | -7.9% |
| Q3 2021 | $17,477,000 | +0.6% | 451,612 | +2.6% | 7.05% | -2.3% |
| Q2 2021 | $17,371,000 | +9.7% | 440,327 | +4.6% | 7.21% | +2.6% |
| Q1 2021 | $15,832,000 | +14.0% | 420,832 | +9.1% | 7.03% | +4.3% |
| Q4 2020 | $13,885,000 | +25.4% | 385,590 | +9.4% | 6.74% | +9.2% |
| Q3 2020 | $11,070,000 | +9.2% | 352,557 | +3.5% | 6.18% | +0.9% |
| Q2 2020 | $10,136,000 | +36.3% | 340,711 | +18.4% | 6.12% | +16.3% |
| Q1 2020 | $7,435,000 | -16.0% | 287,748 | +9.3% | 5.26% | +6.0% |
| Q4 2019 | $8,850,000 | +18.7% | 263,168 | +12.5% | 4.96% | +5.8% |
| Q3 2019 | $7,455,000 | +5.3% | 233,982 | +6.0% | 4.69% | +4.0% |
| Q2 2019 | $7,083,000 | +4.7% | 220,737 | +2.1% | 4.51% | +2.3% |
| Q1 2019 | $6,768,000 | +19.9% | 216,165 | +8.6% | 4.41% | +14.2% |
| Q4 2018 | $5,644,000 | -41.5% | 199,117 | -30.8% | 3.86% | -32.8% |
| Q3 2018 | $9,650,000 | +20.4% | 287,822 | +18.6% | 5.75% | +10.1% |
| Q2 2018 | $8,017,000 | +12.8% | 242,593 | +15.1% | 5.22% | +7.3% |
| Q1 2018 | $7,107,000 | +3.0% | 210,832 | +4.1% | 4.87% | +15.3% |
| Q4 2017 | $6,898,000 | +5.8% | 202,477 | +3.9% | 4.22% | -0.3% |
| Q3 2017 | $6,520,000 | +10.6% | 194,820 | +5.1% | 4.23% | +6.2% |
| Q2 2017 | $5,893,000 | +20.5% | 185,432 | +13.3% | 3.99% | +16.5% |
| Q1 2017 | $4,890,000 | +16.6% | 163,722 | +8.1% | 3.42% | +6.7% |
| Q4 2016 | $4,194,000 | +183.2% | 151,519 | +194.4% | 3.21% | +169.6% |
| Q3 2016 | $1,481,000 | +60.3% | 51,467 | +51.0% | 1.19% | +54.8% |
| Q2 2016 | $924,000 | +26.2% | 34,073 | +26.2% | 0.77% | +19.3% |
| Q1 2016 | $732,000 | +71.0% | 27,005 | +73.8% | 0.64% | +64.3% |
| Q4 2015 | $428,000 | – | 15,537 | – | 0.39% | – |
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% |