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 | $512,955 | +15.5% | 15,105 | +21.3% | 0.05% | +17.1% |
| Q2 2023 | $444,081 | +6.3% | 12,457 | +3.8% | 0.04% | -8.9% |
| Q1 2023 | $417,572 | +30.3% | 11,999 | +20.6% | 0.04% | +18.4% |
| Q4 2022 | $320,463 | +16.5% | 9,949 | +1.6% | 0.04% | -2.6% |
| Q3 2022 | $275,000 | +366.1% | 9,792 | +509.3% | 0.04% | +129.4% |
| Q1 2022 | $59,000 | -6.3% | 1,607 | -0.5% | 0.02% | 0.0% |
| Q4 2021 | $63,000 | +3.3% | 1,615 | +2.3% | 0.02% | +6.2% |
| Q3 2021 | $61,000 | -1.6% | 1,579 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $62,000 | +1.6% | 1,579 | -2.8% | 0.02% | -11.1% |
| Q1 2021 | $61,000 | +3.4% | 1,625 | -0.1% | 0.02% | 0.0% |
| Q4 2020 | $59,000 | +210.5% | 1,627 | +119.9% | 0.02% | +157.1% |
| Q1 2020 | $19,000 | -66.7% | 740 | -56.6% | 0.01% | -66.7% |
| Q4 2019 | $57,000 | -66.9% | 1,705 | -72.0% | 0.02% | -66.7% |
| Q4 2018 | $172,000 | -32.0% | 6,084 | -19.2% | 0.06% | -38.2% |
| Q3 2018 | $253,000 | -3.1% | 7,533 | -4.9% | 0.10% | -8.1% |
| Q2 2018 | $261,000 | -10.6% | 7,924 | -8.7% | 0.11% | -9.0% |
| Q1 2018 | $292,000 | -8.2% | 8,675 | -2.5% | 0.12% | -14.1% |
| Q4 2017 | $318,000 | +11.6% | 8,895 | +4.6% | 0.14% | +37.9% |
| Q3 2017 | $285,000 | +9.2% | 8,504 | +3.4% | 0.10% | -29.9% |
| Q2 2017 | $261,000 | +321.0% | 8,223 | +294.6% | 0.15% | +297.3% |
| Q1 2017 | $62,000 | – | 2,084 | – | 0.04% | – |
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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% |