SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 973 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $396,211 | +38.4% | 11,667 | +45.3% | 0.05% | +38.9% |
| Q2 2023 | $286,341 | +27.2% | 8,032 | +24.1% | 0.04% | +20.0% |
| Q1 2023 | $225,191 | +5.4% | 6,471 | -2.4% | 0.03% | +11.1% |
| Q4 2022 | $213,617 | +14.8% | 6,632 | 0.0% | 0.03% | -6.9% |
| Q3 2022 | $186,000 | -10.6% | 6,632 | 0.0% | 0.03% | -9.4% |
| Q2 2022 | $208,000 | -14.8% | 6,632 | 0.0% | 0.03% | +6.7% |
| Q1 2022 | $244,000 | -5.4% | 6,632 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $258,000 | +0.4% | 6,632 | 0.0% | 0.03% | -3.2% |
| Q3 2021 | $257,000 | -6.2% | 6,632 | -4.7% | 0.03% | -13.9% |
| Q2 2021 | $274,000 | +4.6% | 6,956 | 0.0% | 0.04% | -23.4% |
| Q1 2021 | $262,000 | -3.7% | 6,956 | -7.9% | 0.05% | -14.5% |
| Q4 2020 | $272,000 | -28.6% | 7,554 | -37.7% | 0.06% | -38.2% |
| Q3 2020 | $381,000 | +5.8% | 12,123 | 0.0% | 0.09% | +1.1% |
| Q2 2020 | $360,000 | +10.4% | 12,123 | -4.0% | 0.09% | -1.1% |
| Q1 2020 | $326,000 | -46.6% | 12,634 | -30.3% | 0.09% | -39.9% |
| Q4 2019 | $610,000 | +2.0% | 18,123 | -3.4% | 0.15% | -0.7% |
| Q3 2019 | $598,000 | -1.3% | 18,757 | -0.8% | 0.15% | -8.0% |
| Q2 2019 | $606,000 | -0.3% | 18,906 | -2.7% | 0.16% | -1.8% |
| Q1 2019 | $608,000 | -16.0% | 19,431 | -23.8% | 0.16% | -19.1% |
| Q4 2018 | $724,000 | +5469.2% | 25,496 | +6290.0% | 0.20% | +3300.0% |
| Q3 2018 | $13,000 | +8.3% | 399 | +6.7% | 0.01% | 0.0% |
| Q2 2018 | $12,000 | -67.6% | 374 | -66.7% | 0.01% | -66.7% |
| Q1 2018 | $37,000 | -2.6% | 1,124 | -0.1% | 0.02% | -14.3% |
| Q4 2017 | $38,000 | +850.0% | 1,125 | +922.7% | 0.02% | +950.0% |
| Q3 2017 | $4,000 | +33.3% | 110 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $3,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $3,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $3,000 | 0.0% | 110 | +2.8% | 0.00% | 0.0% |
| Q3 2016 | $3,000 | 0.0% | 107 | -7.0% | 0.00% | 0.0% |
| Q2 2016 | $3,000 | 0.0% | 115 | +7.5% | 0.00% | 0.0% |
| Q1 2016 | $3,000 | 0.0% | 107 | -10.1% | 0.00% | 0.0% |
| Q4 2015 | $3,000 | +50.0% | 119 | +35.2% | 0.00% | +100.0% |
| Q3 2015 | $2,000 | 0.0% | 88 | +54.4% | 0.00% | 0.0% |
| Q2 2015 | $2,000 | 0.0% | 57 | -23.0% | 0.00% | 0.0% |
| Q1 2015 | $2,000 | 0.0% | 74 | +19.4% | 0.00% | 0.0% |
| Q4 2014 | $2,000 | 0.0% | 62 | +14.8% | 0.00% | 0.0% |
| Q3 2014 | $2,000 | 0.0% | 54 | +17.4% | 0.00% | 0.0% |
| Q2 2014 | $2,000 | -97.1% | 46 | -97.9% | 0.00% | -98.0% |
| Q1 2014 | $69,000 | +6800.0% | 2,200 | +6370.6% | 0.05% | +5000.0% |
| Q4 2013 | $1,000 | – | 34 | – | 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% |