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 | $1,228,879 | -6.8% | 36,186 | -2.1% | 0.38% | -4.1% |
| Q2 2023 | $1,317,983 | +6.3% | 36,970 | +3.8% | 0.40% | +0.3% |
| Q1 2023 | $1,239,509 | +7.5% | 35,618 | -0.5% | 0.39% | -1.3% |
| Q4 2022 | $1,153,539 | +9.8% | 35,813 | -4.1% | 0.40% | -1.2% |
| Q3 2022 | $1,051,000 | -12.1% | 37,359 | -1.8% | 0.40% | -8.0% |
| Q2 2022 | $1,196,000 | 0.0% | 38,039 | +16.8% | 0.44% | +23.7% |
| Q1 2022 | $1,196,000 | -8.5% | 32,567 | -3.1% | 0.36% | -6.6% |
| Q4 2021 | $1,307,000 | +0.5% | 33,621 | +0.1% | 0.38% | -8.0% |
| Q3 2021 | $1,300,000 | -3.3% | 33,589 | -1.4% | 0.41% | -2.8% |
| Q2 2021 | $1,344,000 | -6.6% | 34,079 | -10.9% | 0.42% | -12.0% |
| Q1 2021 | $1,439,000 | +1.8% | 38,263 | -2.6% | 0.48% | -7.6% |
| Q4 2020 | $1,414,000 | +30.2% | 39,267 | +13.5% | 0.52% | +14.4% |
| Q3 2020 | $1,086,000 | -1.2% | 34,596 | -6.4% | 0.46% | -16.0% |
| Q2 2020 | $1,099,000 | +0.7% | 36,950 | -12.5% | 0.54% | -20.6% |
| Q1 2020 | $1,091,000 | -58.7% | 42,219 | -46.2% | 0.68% | -53.4% |
| Q4 2019 | $2,641,000 | +3.2% | 78,535 | -2.2% | 1.47% | -2.2% |
| Q3 2019 | $2,559,000 | +4.2% | 80,331 | +4.9% | 1.50% | +2.4% |
| Q2 2019 | $2,457,000 | +15.4% | 76,567 | +12.6% | 1.47% | +12.4% |
| Q1 2019 | $2,130,000 | +11.1% | 68,016 | +0.6% | 1.31% | -1.0% |
| Q4 2018 | $1,918,000 | +83.2% | 67,640 | +116.7% | 1.32% | +90.2% |
| Q3 2018 | $1,047,000 | -1.1% | 31,211 | -2.6% | 0.69% | -8.6% |
| Q2 2018 | $1,059,000 | -3.6% | 32,035 | -1.6% | 0.76% | -7.3% |
| Q1 2018 | $1,098,000 | +3.2% | 32,563 | +4.3% | 0.82% | -0.8% |
| Q4 2017 | $1,064,000 | +2.0% | 31,226 | +0.2% | 0.83% | -4.4% |
| Q3 2017 | $1,043,000 | -6.6% | 31,163 | -11.4% | 0.86% | -21.0% |
| Q2 2017 | $1,117,000 | +7.2% | 35,157 | +0.8% | 1.09% | +3.1% |
| Q1 2017 | $1,042,000 | +9.1% | 34,890 | +1.2% | 1.06% | -1.8% |
| Q4 2016 | $955,000 | – | 34,485 | – | 1.08% | – |
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% |