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 | $515,887 | -5.9% | 15,191 | -1.2% | 0.03% | 0.0% |
Q2 2023 | $548,084 | -4.6% | 15,374 | -6.9% | 0.03% | -10.0% |
Q1 2023 | $574,618 | +4.6% | 16,512 | -3.2% | 0.03% | +7.1% |
Q4 2022 | $549,406 | +148.6% | 17,057 | +116.7% | 0.03% | +100.0% |
Q3 2022 | $221,000 | -87.1% | 7,872 | -85.6% | 0.01% | -88.4% |
Q2 2022 | $1,716,000 | -5.2% | 54,558 | +10.7% | 0.12% | -18.8% |
Q1 2022 | $1,810,000 | -54.1% | 49,302 | -51.0% | 0.15% | -3.9% |
Q4 2021 | $3,943,000 | +101.4% | 100,687 | +99.0% | 0.16% | -4.9% |
Q3 2021 | $1,958,000 | -1.9% | 50,598 | 0.0% | 0.16% | -4.7% |
Q2 2021 | $1,996,000 | +5.3% | 50,598 | +0.4% | 0.17% | -21.2% |
Q1 2021 | $1,896,000 | +1.4% | 50,393 | -2.9% | 0.22% | +8.0% |
Q4 2020 | $1,870,000 | -1.1% | 51,914 | -13.7% | 0.20% | -29.0% |
Q3 2020 | $1,890,000 | +2.5% | 60,181 | -2.9% | 0.28% | -3.4% |
Q2 2020 | $1,844,000 | -1.0% | 61,973 | -14.0% | 0.29% | -27.7% |
Q1 2020 | $1,863,000 | -2.9% | 72,089 | +26.4% | 0.40% | +9.5% |
Q4 2019 | $1,918,000 | -20.3% | 57,047 | -24.5% | 0.37% | -24.0% |
Q3 2019 | $2,408,000 | -90.3% | 75,570 | -1.5% | 0.49% | +2.1% |
Q2 2019 | $24,743,000 | +912.4% | 76,723 | -1.7% | 0.48% | +3.0% |
Q1 2019 | $2,444,000 | -15.9% | 78,072 | -22.4% | 0.46% | -26.3% |
Q4 2018 | $2,906,000 | – | 100,633 | – | 0.63% | – |
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% |