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 | $2,487,148 | +2.0% | 73,238 | +7.0% | 0.12% | -7.1% |
| Q2 2023 | $2,439,294 | +35.4% | 68,423 | +32.2% | 0.13% | +21.0% |
| Q1 2023 | $1,800,988 | +10.4% | 51,753 | +2.2% | 0.10% | -5.4% |
| Q4 2022 | $1,631,136 | +19.8% | 50,641 | +4.6% | 0.11% | +6.7% |
| Q3 2022 | $1,362,000 | -17.3% | 48,416 | -7.6% | 0.10% | -17.5% |
| Q2 2022 | $1,647,000 | +0.9% | 52,382 | +17.8% | 0.13% | +10.5% |
| Q1 2022 | $1,633,000 | -29.6% | 44,484 | -25.4% | 0.11% | -31.3% |
| Q4 2021 | $2,319,000 | +22.2% | 59,657 | +21.7% | 0.17% | +16.1% |
| Q3 2021 | $1,897,000 | -1.3% | 49,027 | +0.6% | 0.14% | -5.9% |
| Q2 2021 | $1,922,000 | -14.4% | 48,730 | -18.3% | 0.15% | -26.9% |
| Q1 2021 | $2,245,000 | -0.2% | 59,664 | -4.5% | 0.21% | -1.0% |
| Q4 2020 | $2,249,000 | +16.1% | 62,465 | +1.3% | 0.21% | -4.5% |
| Q3 2020 | $1,937,000 | +5.3% | 61,684 | -0.2% | 0.22% | -11.3% |
| Q2 2020 | $1,839,000 | -11.5% | 61,820 | -23.1% | 0.25% | -34.6% |
| Q1 2020 | $2,078,000 | -26.0% | 80,408 | -3.7% | 0.38% | -1.0% |
| Q4 2019 | $2,809,000 | +20.6% | 83,538 | +14.3% | 0.38% | +6.1% |
| Q3 2019 | $2,329,000 | +4.0% | 73,110 | +4.8% | 0.36% | +0.3% |
| Q2 2019 | $2,239,000 | -8.6% | 69,767 | -10.9% | 0.36% | -22.1% |
| Q1 2019 | $2,451,000 | +11.4% | 78,287 | +7.2% | 0.46% | -1.1% |
| Q4 2018 | $2,200,000 | +1.0% | 73,003 | +12.3% | 0.47% | +3.3% |
| Q3 2018 | $2,179,000 | +107.9% | 65,001 | +105.0% | 0.45% | +89.9% |
| Q2 2018 | $1,048,000 | +49.7% | 31,704 | +52.8% | 0.24% | +32.2% |
| Q1 2018 | $700,000 | – | 20,751 | – | 0.18% | – |
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% |