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 | $837,375 | -3.6% | 24,657 | +1.2% | 0.20% | -4.3% |
| Q2 2023 | $868,226 | +5.8% | 24,354 | +3.3% | 0.21% | +3.4% |
| Q1 2023 | $820,283 | +28.8% | 23,571 | +19.2% | 0.20% | +20.0% |
| Q4 2022 | $636,995 | +12.1% | 19,776 | -2.1% | 0.17% | +6.9% |
| Q3 2022 | $568,000 | -10.4% | 20,192 | +0.1% | 0.16% | -5.9% |
| Q2 2022 | $634,000 | -13.9% | 20,165 | +0.6% | 0.17% | +11.9% |
| Q1 2022 | $736,000 | +15.7% | 20,049 | +22.6% | 0.15% | +24.8% |
| Q4 2021 | $636,000 | +0.5% | 16,350 | -0.0% | 0.12% | -12.3% |
| Q3 2021 | $633,000 | +9.7% | 16,356 | +11.8% | 0.14% | +12.2% |
| Q2 2021 | $577,000 | +7.1% | 14,624 | +2.0% | 0.12% | -2.4% |
| Q1 2021 | $539,000 | +3.7% | 14,340 | -0.8% | 0.13% | -3.8% |
| Q4 2020 | $520,000 | +10.6% | 14,450 | -3.5% | 0.13% | -3.0% |
| Q3 2020 | $470,000 | -0.8% | 14,970 | -6.1% | 0.14% | -10.6% |
| Q2 2020 | $474,000 | +7.0% | 15,946 | -7.0% | 0.15% | -14.2% |
| Q1 2020 | $443,000 | -30.2% | 17,148 | -9.2% | 0.18% | -14.6% |
| Q4 2019 | $635,000 | +4.8% | 18,876 | -0.8% | 0.21% | -12.0% |
| Q3 2019 | $606,000 | -1.6% | 19,026 | -1.0% | 0.23% | -6.4% |
| Q2 2019 | $616,000 | +2.0% | 19,211 | -0.4% | 0.25% | -3.1% |
| Q1 2019 | $604,000 | +9.0% | 19,279 | -1.3% | 0.26% | -9.5% |
| Q4 2018 | $554,000 | -19.6% | 19,540 | -5.0% | 0.28% | +0.4% |
| Q3 2018 | $689,000 | -4.0% | 20,560 | -5.4% | 0.28% | -11.8% |
| Q2 2018 | $718,000 | -6.0% | 21,726 | -4.1% | 0.32% | -1.2% |
| Q1 2018 | $764,000 | -5.0% | 22,665 | -3.9% | 0.33% | +0.3% |
| Q4 2017 | $804,000 | +4.1% | 23,587 | +2.3% | 0.32% | -14.9% |
| Q3 2017 | $772,000 | +6.5% | 23,052 | +1.0% | 0.38% | +1.3% |
| Q2 2017 | $725,000 | +6.3% | 22,828 | -0.1% | 0.38% | -0.3% |
| Q1 2017 | $682,000 | +19.2% | 22,841 | +10.6% | 0.38% | +14.2% |
| Q4 2016 | $572,000 | -5.0% | 20,660 | -1.1% | 0.33% | -10.1% |
| Q3 2016 | $602,000 | +31.2% | 20,897 | +23.5% | 0.37% | +24.7% |
| Q2 2016 | $459,000 | +1.8% | 16,923 | +1.7% | 0.30% | -1.3% |
| Q1 2016 | $451,000 | -5.5% | 16,646 | -3.8% | 0.30% | -5.7% |
| Q4 2015 | $477,000 | -5.7% | 17,299 | -6.4% | 0.32% | -14.6% |
| Q3 2015 | $506,000 | -17.2% | 18,478 | -7.9% | 0.37% | -9.1% |
| Q2 2015 | $611,000 | +11.5% | 20,055 | +10.6% | 0.41% | +0.5% |
| Q1 2015 | $548,000 | – | 18,132 | – | 0.41% | – |
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% |