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 | $1,409,204 | -9.6% | 41,496 | -5.1% | 0.57% | -10.5% |
| Q2 2023 | $1,559,438 | -2.0% | 43,743 | -4.3% | 0.64% | -8.4% |
| Q1 2023 | $1,590,569 | +1.7% | 45,706 | -5.9% | 0.70% | -3.2% |
| Q4 2022 | $1,563,924 | +8.8% | 48,554 | -5.0% | 0.72% | -5.0% |
| Q3 2022 | $1,438,000 | -12.2% | 51,116 | -1.8% | 0.76% | -5.6% |
| Q2 2022 | $1,637,000 | -13.0% | 52,052 | -3.4% | 0.80% | -11.0% |
| Q1 2022 | $1,882,000 | -25.4% | 53,909 | -17.0% | 0.90% | -19.5% |
| Q4 2021 | $2,524,000 | -2.5% | 64,946 | -5.6% | 1.12% | -19.6% |
| Q3 2021 | $2,589,000 | -2.8% | 68,821 | +2.0% | 1.40% | +9.7% |
| Q2 2021 | $2,663,000 | +2.9% | 67,503 | -1.9% | 1.27% | -8.7% |
| Q1 2021 | $2,589,000 | -55.9% | 68,821 | -56.5% | 1.39% | -15.8% |
| Q4 2020 | $5,870,000 | +13.5% | 158,372 | -2.0% | 1.66% | +1.0% |
| Q3 2020 | $5,172,000 | +106.5% | 161,626 | +97.8% | 1.64% | +0.2% |
| Q2 2020 | $2,505,000 | +6.6% | 81,718 | -5.6% | 1.64% | +1.5% |
| Q1 2020 | $2,349,000 | -25.7% | 86,567 | -7.3% | 1.61% | -12.5% |
| Q4 2019 | $3,163,000 | -3.9% | 93,418 | -9.6% | 1.84% | -10.0% |
| Q3 2019 | $3,292,000 | -2.3% | 103,331 | -1.6% | 2.05% | -0.8% |
| Q2 2019 | $3,370,000 | +9.9% | 105,021 | +7.2% | 2.06% | +2.5% |
| Q1 2019 | $3,067,000 | +12.0% | 97,960 | +1.4% | 2.01% | +12.4% |
| Q4 2018 | $2,739,000 | -7.6% | 96,648 | +9.3% | 1.79% | +1.6% |
| Q3 2018 | $2,964,000 | +6.5% | 88,423 | +5.0% | 1.76% | +2.2% |
| Q2 2018 | $2,782,000 | -4.1% | 84,199 | -2.2% | 1.72% | -5.3% |
| Q1 2018 | $2,902,000 | -51.3% | 86,098 | -50.8% | 1.82% | -3.4% |
| Q4 2017 | $5,962,000 | +103.4% | 175,012 | +99.9% | 1.89% | -4.7% |
| Q3 2017 | $2,931,000 | +5.8% | 87,565 | +0.4% | 1.98% | -0.5% |
| Q2 2017 | $2,770,000 | +7.3% | 87,184 | +0.9% | 1.99% | +3.5% |
| Q1 2017 | $2,582,000 | +13.4% | 86,449 | +5.1% | 1.92% | +5.5% |
| Q4 2016 | $2,276,000 | +15.7% | 82,218 | +20.3% | 1.82% | +8.8% |
| Q3 2016 | $1,967,000 | +9.1% | 68,337 | +2.7% | 1.67% | -0.8% |
| Q2 2016 | $1,803,000 | +2.2% | 66,512 | +2.2% | 1.69% | -5.8% |
| Q1 2016 | $1,764,000 | +1.0% | 65,080 | +2.6% | 1.79% | -2.8% |
| Q4 2015 | $1,747,000 | -10.5% | 63,407 | -11.1% | 1.84% | -14.4% |
| Q3 2015 | $1,951,000 | -8.2% | 71,295 | +2.1% | 2.15% | -2.2% |
| Q2 2015 | $2,126,000 | +0.6% | 69,806 | +74.7% | 2.20% | -0.9% |
| Q1 2015 | $2,114,000 | +6.9% | 39,964 | +5.8% | 2.22% | +8.8% |
| Q4 2014 | $1,977,000 | – | 37,773 | – | 2.04% | – |
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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% |