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 | $10,701 | -27.9% | 315,104 | -24.3% | 1.88% | -24.2% |
| Q2 2023 | $14,836 | +11.1% | 416,144 | +8.4% | 2.48% | -3.7% |
| Q1 2023 | $13,359 | +117.6% | 383,869 | +101.4% | 2.58% | +105.3% |
| Q4 2022 | $6,140 | -99.9% | 190,637 | +2.3% | 1.26% | +4.7% |
| Q3 2022 | $5,243,000 | +35.8% | 186,375 | +51.9% | 1.20% | +28.1% |
| Q2 2022 | $3,860,000 | +1.5% | 122,732 | +18.5% | 0.94% | +13.6% |
| Q1 2022 | $3,804,000 | -24.8% | 103,591 | -20.4% | 0.82% | -23.0% |
| Q4 2021 | $5,061,000 | +30.3% | 130,198 | +29.7% | 1.07% | +19.5% |
| Q3 2021 | $3,885,000 | +67.0% | 100,393 | +70.2% | 0.90% | +49.7% |
| Q2 2021 | $2,327,000 | +92.2% | 58,992 | +83.2% | 0.60% | +84.9% |
| Q1 2021 | $1,211,000 | +14.7% | 32,197 | +9.8% | 0.32% | +9.5% |
| Q4 2020 | $1,056,000 | +447.2% | 29,316 | +376.6% | 0.30% | +329.0% |
| Q3 2020 | $193,000 | +6333.3% | 6,151 | +5295.6% | 0.07% | +6800.0% |
| Q2 2020 | $3,000 | 0.0% | 114 | -11.6% | 0.00% | 0.0% |
| Q1 2020 | $3,000 | -85.7% | 129 | -79.2% | 0.00% | -85.7% |
| Q4 2019 | $21,000 | +600.0% | 621 | +630.6% | 0.01% | +600.0% |
| Q3 2019 | $3,000 | 0.0% | 85 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $3,000 | +50.0% | 85 | +44.1% | 0.00% | 0.0% |
| Q1 2019 | $2,000 | 0.0% | 59 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $2,000 | 0.0% | 59 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $2,000 | 0.0% | 59 | +28.3% | 0.00% | 0.0% |
| Q2 2018 | $2,000 | -100.0% | 46 | -100.0% | 0.00% | -100.0% |
| Q3 2017 | $31,982,000 | +57.3% | 955,559 | +49.4% | 14.02% | +52.0% |
| Q2 2017 | $20,327,000 | +406440.0% | 639,639 | +322950.0% | 9.22% | +307366.7% |
| Q1 2016 | $5,000 | 0.0% | 198 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $5,000 | 0.0% | 198 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $5,000 | – | 198 | – | 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% |