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 | $1,519,369 | -47.6% | 44,740 | -46.4% | 0.07% | +6.2% |
| Q2 2023 | $2,901,417 | +34.3% | 83,482 | +30.8% | 0.06% | -31.9% |
| Q1 2023 | $2,160,784 | +79194.8% | 63,817 | -20.4% | 0.09% | +28.8% |
| Q4 2022 | $2,725 | -99.9% | 80,192 | +12.3% | 0.07% | +14.1% |
| Q3 2022 | $2,445,000 | +22.8% | 71,403 | +22.8% | 0.06% | +1.6% |
| Q2 2022 | $1,991,000 | -52.8% | 58,162 | -53.0% | 0.06% | +18.9% |
| Q1 2022 | $4,219,000 | +107.1% | 123,728 | +137.5% | 0.05% | +32.5% |
| Q4 2021 | $2,037,000 | +2.2% | 52,103 | +1.9% | 0.04% | 0.0% |
| Q3 2021 | $1,993,000 | +3.9% | 51,142 | +5.2% | 0.04% | 0.0% |
| Q2 2021 | $1,919,000 | +24.2% | 48,598 | +18.4% | 0.04% | +33.3% |
| Q1 2021 | $1,545,000 | -35.9% | 41,045 | -38.7% | 0.03% | -69.4% |
| Q4 2020 | $2,410,000 | +9.0% | 66,915 | -5.1% | 0.10% | -25.8% |
| Q3 2020 | $2,212,000 | +0.5% | 70,514 | -4.5% | 0.13% | -24.6% |
| Q2 2020 | $2,202,000 | -8.0% | 73,849 | -19.5% | 0.18% | -27.7% |
| Q1 2020 | $2,394,000 | -60.2% | 91,701 | -48.6% | 0.24% | -46.5% |
| Q4 2019 | $6,010,000 | -27.5% | 178,447 | -31.7% | 0.45% | -18.6% |
| Q3 2019 | $8,285,000 | +2661.7% | 261,198 | +2628.8% | 0.56% | +1253.7% |
| Q1 2019 | $300,000 | -95.9% | 9,572 | -96.3% | 0.04% | -90.7% |
| Q4 2018 | $7,256,000 | -35.6% | 256,583 | -23.7% | 0.44% | -3.7% |
| Q3 2018 | $11,272,000 | +14.8% | 336,164 | +13.2% | 0.46% | +11.1% |
| Q2 2018 | $9,815,000 | +18.7% | 296,983 | +22.4% | 0.41% | +10.1% |
| Q1 2018 | $8,268,000 | 0.0% | 242,682 | 0.0% | 0.38% | 0.0% |
| Q4 2017 | $8,268,000 | +10.3% | 242,682 | +8.4% | 0.38% | +25.8% |
| Q3 2017 | $7,493,000 | +11.9% | 223,881 | +6.2% | 0.30% | +4.9% |
| Q2 2017 | $6,698,000 | +23.0% | 210,750 | +15.6% | 0.28% | +19.8% |
| Q1 2017 | $5,444,000 | +39.8% | 182,256 | +29.5% | 0.24% | +26.1% |
| Q4 2016 | $3,895,000 | +10.4% | 140,718 | +14.9% | 0.19% | +2.7% |
| Q3 2016 | $3,527,000 | +45.2% | 122,497 | +36.7% | 0.18% | +34.6% |
| Q2 2016 | $2,429,000 | +709.7% | 89,603 | +836.1% | 0.14% | +231.7% |
| Q1 2016 | $300,000 | -69.2% | 9,572 | -73.0% | 0.04% | -36.9% |
| Q4 2015 | $975,000 | – | 35,395 | – | 0.06% | – |
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% |