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 | $170,746,381 | -4.6% | 5,027,868 | +0.1% | 2.82% | -3.6% |
| Q2 2023 | $178,994,904 | +2.1% | 5,020,895 | -0.3% | 2.92% | -2.8% |
| Q1 2023 | $175,275,571 | +8.0% | 5,036,654 | -0.1% | 3.01% | +1.8% |
| Q4 2022 | $162,361,267 | +12.0% | 5,040,710 | -2.2% | 2.96% | -2.5% |
| Q3 2022 | $144,974,000 | +4.8% | 5,153,712 | +17.1% | 3.03% | +4.7% |
| Q2 2022 | $138,384,000 | -9.1% | 4,400,138 | +6.1% | 2.89% | -15.5% |
| Q1 2022 | $152,244,000 | +12.3% | 4,146,069 | +18.8% | 3.42% | +14.2% |
| Q4 2021 | $135,615,000 | +6.1% | 3,488,926 | +5.7% | 3.00% | +13.1% |
| Q3 2021 | $127,791,000 | -4.1% | 3,302,085 | -2.2% | 2.65% | -24.3% |
| Q2 2021 | $133,237,000 | +2.8% | 3,377,373 | -2.0% | 3.50% | +13.8% |
| Q1 2021 | $129,667,000 | +6.6% | 3,446,769 | +2.1% | 3.08% | -15.0% |
| Q4 2020 | $121,602,000 | +60.7% | 3,376,908 | +40.1% | 3.62% | -19.6% |
| Q3 2020 | $75,683,000 | +4.4% | 2,410,301 | -1.1% | 4.50% | -10.9% |
| Q2 2020 | $72,498,000 | -6.1% | 2,436,920 | -18.4% | 5.05% | +56.0% |
| Q1 2020 | $77,195,000 | – | 2,987,436 | – | 3.24% | – |
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% |