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 | $1,147,746 | -5.7% | 33,797 | -1.0% | 0.71% | -5.9% |
| Q2 2023 | $1,216,841 | +2.0% | 34,133 | -0.4% | 0.76% | -6.8% |
| Q1 2023 | $1,192,631 | +0.3% | 34,271 | -7.2% | 0.81% | -7.4% |
| Q4 2022 | $1,189,064 | +4.3% | 36,916 | -8.9% | 0.88% | -3.4% |
| Q3 2022 | $1,140,000 | -12.8% | 40,521 | -2.5% | 0.91% | -8.4% |
| Q2 2022 | $1,307,000 | -15.8% | 41,564 | -1.7% | 0.99% | -11.7% |
| Q1 2022 | $1,552,000 | -8.4% | 42,278 | -3.0% | 1.12% | +0.9% |
| Q4 2021 | $1,694,000 | -0.2% | 43,589 | -0.7% | 1.12% | -3.8% |
| Q3 2021 | $1,698,000 | -4.0% | 43,876 | -2.1% | 1.16% | -6.4% |
| Q2 2021 | $1,768,000 | +7.1% | 44,819 | +2.1% | 1.24% | -3.7% |
| Q1 2021 | $1,651,000 | +4.1% | 43,879 | -0.4% | 1.29% | -17.5% |
| Q4 2020 | $1,586,000 | +16.5% | 44,047 | +1.6% | 1.56% | +5.3% |
| Q3 2020 | $1,361,000 | +5.3% | 43,348 | -0.3% | 1.48% | +0.7% |
| Q2 2020 | $1,293,000 | +14.8% | 43,475 | -0.2% | 1.47% | -0.3% |
| Q1 2020 | $1,126,000 | -18.7% | 43,558 | +5.8% | 1.47% | +1.5% |
| Q4 2019 | $1,385,000 | +6.5% | 41,169 | +0.8% | 1.45% | +36.7% |
| Q3 2019 | $1,301,000 | -1.0% | 40,829 | -0.3% | 1.06% | -2.3% |
| Q2 2019 | $1,314,000 | +3.1% | 40,955 | +0.7% | 1.09% | +3.7% |
| Q1 2019 | $1,274,000 | +10.7% | 40,674 | +0.2% | 1.05% | -0.3% |
| Q4 2018 | $1,151,000 | +3.0% | 40,585 | +21.7% | 1.05% | +13.3% |
| Q3 2018 | $1,118,000 | -0.2% | 33,348 | -1.6% | 0.93% | -0.9% |
| Q2 2018 | $1,120,000 | -4.1% | 33,897 | -2.1% | 0.94% | -7.4% |
| Q1 2018 | $1,168,000 | +3.6% | 34,639 | +4.7% | 1.01% | +2.1% |
| Q4 2017 | $1,127,000 | +0.1% | 33,080 | -1.7% | 0.99% | -3.8% |
| Q3 2017 | $1,126,000 | +8.6% | 33,653 | +3.1% | 1.03% | +5.3% |
| Q2 2017 | $1,037,000 | +10.6% | 32,643 | +4.0% | 0.98% | +7.0% |
| Q1 2017 | $938,000 | +9.8% | 31,394 | +1.8% | 0.91% | +5.4% |
| Q4 2016 | $854,000 | – | 30,853 | – | 0.87% | – |
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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% |