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 | $1,514,275 | -2.8% | 44,590 | +2.0% | 0.61% | 0.0% |
| Q2 2023 | $1,558,565 | +3.1% | 43,718 | +0.7% | 0.61% | -2.2% |
| Q1 2023 | $1,511,131 | +9.1% | 43,423 | +1.0% | 0.62% | +2.5% |
| Q4 2022 | $1,384,750 | +24.5% | 42,991 | +8.8% | 0.61% | +13.0% |
| Q3 2022 | $1,112,000 | +66.0% | 39,528 | +85.6% | 0.54% | +73.0% |
| Q2 2022 | $670,000 | -14.1% | 21,301 | +0.2% | 0.31% | -1.0% |
| Q1 2022 | $780,000 | -5.1% | 21,251 | +0.5% | 0.31% | -3.7% |
| Q4 2021 | $822,000 | +4.2% | 21,139 | +3.7% | 0.33% | -6.6% |
| Q3 2021 | $789,000 | +3.1% | 20,377 | +5.1% | 0.35% | +1.2% |
| Q2 2021 | $765,000 | +12.3% | 19,389 | +7.2% | 0.34% | +5.5% |
| Q1 2021 | $681,000 | +15.0% | 18,090 | +10.1% | 0.33% | +6.9% |
| Q4 2020 | $592,000 | +39.6% | 16,430 | +21.8% | 0.31% | +27.5% |
| Q3 2020 | $424,000 | -28.7% | 13,488 | -32.6% | 0.24% | -39.8% |
| Q2 2020 | $595,000 | -73.3% | 20,002 | -76.8% | 0.40% | -77.6% |
| Q1 2020 | $2,226,000 | -27.1% | 86,137 | -5.2% | 1.78% | -1.9% |
| Q4 2019 | $3,055,000 | +3.3% | 90,854 | -2.1% | 1.81% | +0.3% |
| Q3 2019 | $2,958,000 | -1.5% | 92,837 | -0.8% | 1.81% | -10.5% |
| Q2 2019 | $3,003,000 | -8.5% | 93,573 | -10.8% | 2.02% | -2.8% |
| Q1 2019 | $3,283,000 | -15.8% | 104,856 | -23.8% | 2.08% | -20.4% |
| Q4 2018 | $3,900,000 | +26.8% | 137,569 | +50.0% | 2.61% | +31.8% |
| Q3 2018 | $3,076,000 | -0.8% | 91,741 | -2.2% | 1.98% | -0.5% |
| Q2 2018 | $3,100,000 | -1.0% | 93,790 | +1.0% | 1.99% | -3.0% |
| Q1 2018 | $3,130,000 | -52.3% | 92,840 | -51.8% | 2.05% | -4.0% |
| Q4 2017 | $6,566,000 | +105.3% | 192,748 | +101.7% | 2.14% | +8.5% |
| Q3 2017 | $3,199,000 | +5.5% | 95,585 | +0.2% | 1.97% | -4.6% |
| Q2 2017 | $3,032,000 | +10.4% | 95,398 | +3.8% | 2.06% | +5.4% |
| Q1 2017 | $2,747,000 | -20.2% | 91,949 | -26.1% | 1.96% | -23.8% |
| Q4 2016 | $3,443,000 | +875.4% | 124,387 | +871.8% | 2.57% | +771.5% |
| Q4 2015 | $353,000 | – | 12,800 | – | 0.30% | – |
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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% |