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 | $2,639,877 | -6.9% | 77,735 | -2.3% | 0.39% | -6.7% |
| Q2 2023 | $2,836,901 | +1.7% | 79,576 | -0.8% | 0.42% | -5.4% |
| Q1 2023 | $2,790,226 | +10.9% | 80,179 | +2.7% | 0.44% | +0.9% |
| Q4 2022 | $2,515,443 | +8.8% | 78,095 | -5.0% | 0.44% | -2.0% |
| Q3 2022 | $2,312,000 | -16.1% | 82,196 | -6.2% | 0.45% | -16.8% |
| Q2 2022 | $2,757,000 | +7.0% | 87,651 | +25.0% | 0.54% | +13.4% |
| Q1 2022 | $2,576,000 | -1.5% | 70,144 | +4.3% | 0.48% | -2.5% |
| Q4 2021 | $2,614,000 | -3.0% | 67,251 | -3.4% | 0.49% | -10.1% |
| Q3 2021 | $2,695,000 | +7.8% | 69,646 | +9.9% | 0.54% | +5.4% |
| Q2 2021 | $2,501,000 | +0.1% | 63,396 | -4.5% | 0.52% | -6.0% |
| Q1 2021 | $2,498,000 | +4.4% | 66,399 | -0.1% | 0.55% | +0.5% |
| Q4 2020 | $2,393,000 | +13.1% | 66,459 | -1.3% | 0.55% | +5.8% |
| Q3 2020 | $2,115,000 | +11.3% | 67,362 | +5.4% | 0.52% | +5.1% |
| Q2 2020 | $1,901,000 | +16.3% | 63,898 | +1.0% | 0.49% | +3.6% |
| Q1 2020 | $1,634,000 | +74.6% | 63,253 | +127.2% | 0.47% | +114.5% |
| Q4 2019 | $936,000 | +21.2% | 27,837 | +14.9% | 0.22% | +11.1% |
| Q3 2019 | $772,000 | -8.4% | 24,219 | -7.8% | 0.20% | -6.6% |
| Q2 2019 | $843,000 | +2.7% | 26,272 | +0.2% | 0.21% | -0.9% |
| Q1 2019 | $821,000 | +27.5% | 26,219 | +15.4% | 0.22% | +23.6% |
| Q4 2018 | $644,000 | -13.4% | 22,724 | +2.4% | 0.17% | -10.8% |
| Q3 2018 | $744,000 | +9.4% | 22,193 | +7.9% | 0.20% | +4.3% |
| Q2 2018 | $680,000 | +7.8% | 20,572 | +9.8% | 0.19% | +6.9% |
| Q1 2018 | $631,000 | +7.5% | 18,728 | +8.6% | 0.18% | +4.2% |
| Q4 2017 | $587,000 | +10.8% | 17,238 | +8.9% | 0.17% | +4.3% |
| Q3 2017 | $530,000 | +17.5% | 15,823 | +11.4% | 0.16% | +10.3% |
| Q2 2017 | $451,000 | +6.1% | 14,203 | -0.2% | 0.15% | +5.0% |
| Q1 2017 | $425,000 | +9.8% | 14,238 | +1.9% | 0.14% | +4.5% |
| Q4 2016 | $387,000 | -2.3% | 13,978 | +1.7% | 0.13% | -0.7% |
| Q3 2016 | $396,000 | +16.1% | 13,745 | +9.2% | 0.13% | +12.6% |
| Q2 2016 | $341,000 | +12.2% | 12,591 | +12.3% | 0.12% | +9.2% |
| Q1 2016 | $304,000 | +109.7% | 11,214 | +113.6% | 0.11% | +109.6% |
| Q4 2015 | $145,000 | -11.0% | 5,249 | -11.7% | 0.05% | -16.1% |
| Q3 2015 | $163,000 | +23.5% | 5,944 | +37.0% | 0.06% | +24.0% |
| Q2 2015 | $132,000 | +12.8% | 4,340 | +11.9% | 0.05% | +11.1% |
| Q1 2015 | $117,000 | -2.5% | 3,878 | -6.7% | 0.04% | -6.2% |
| Q4 2014 | $120,000 | -38.1% | 4,158 | -33.6% | 0.05% | -40.7% |
| Q3 2014 | $194,000 | -6.3% | 6,266 | 0.0% | 0.08% | -5.8% |
| Q2 2014 | $207,000 | +34.4% | 6,266 | +28.2% | 0.09% | +21.1% |
| Q1 2014 | $154,000 | -22.2% | 4,886 | -22.6% | 0.07% | +31.5% |
| Q4 2013 | $198,000 | +371.4% | 6,312 | +355.7% | 0.05% | +116.0% |
| Q3 2013 | $42,000 | -12.5% | 1,385 | -21.3% | 0.02% | -21.9% |
| Q2 2013 | $48,000 | +65.5% | 1,760 | +70.0% | 0.03% | +52.4% |
| Q1 2013 | $29,000 | +123.1% | 1,035 | +111.2% | 0.02% | +110.0% |
| Q4 2012 | $13,000 | – | 490 | – | 0.01% | – |
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% |