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 | $46,423,341 | +22.3% | 1,367,001 | +28.4% | 0.28% | +21.5% |
| Q2 2023 | $37,965,054 | -0.2% | 1,064,938 | -2.5% | 0.23% | -6.9% |
| Q1 2023 | $38,022,371 | -2.4% | 1,092,597 | -9.7% | 0.24% | -13.1% |
| Q4 2022 | $38,952,738 | +19.7% | 1,209,337 | +4.5% | 0.28% | +9.3% |
| Q3 2022 | $32,554,000 | -19.1% | 1,157,263 | -9.6% | 0.26% | -19.9% |
| Q2 2022 | $40,258,000 | +15.7% | 1,280,062 | +35.1% | 0.32% | +34.7% |
| Q1 2022 | $34,784,000 | +3.8% | 947,285 | +9.9% | 0.24% | +2.1% |
| Q4 2021 | $33,513,000 | +71.6% | 862,176 | +70.8% | 0.23% | +45.3% |
| Q3 2021 | $19,533,000 | +59.1% | 504,735 | +62.2% | 0.16% | +50.5% |
| Q2 2021 | $12,277,000 | +1000.1% | 311,196 | +949.1% | 0.11% | +872.7% |
| Q1 2021 | $1,116,000 | -4.5% | 29,663 | -8.5% | 0.01% | -15.4% |
| Q4 2020 | $1,168,000 | +2.4% | 32,434 | -10.8% | 0.01% | -18.8% |
| Q3 2020 | $1,141,000 | +14.8% | 36,350 | +8.8% | 0.02% | +6.7% |
| Q2 2020 | $994,000 | +8.8% | 33,408 | -5.5% | 0.02% | -28.6% |
| Q1 2020 | $914,000 | -17.7% | 35,370 | +7.1% | 0.02% | -12.5% |
| Q4 2019 | $1,111,000 | -1.6% | 33,022 | -6.8% | 0.02% | -27.3% |
| Q3 2019 | $1,129,000 | +41.5% | 35,448 | +42.5% | 0.03% | +37.5% |
| Q2 2019 | $798,000 | +168.7% | 24,869 | +162.1% | 0.02% | +14.3% |
| Q1 2019 | $297,000 | -12.6% | 9,487 | -20.9% | 0.02% | -63.8% |
| Q4 2018 | $340,000 | +11.5% | 11,992 | +31.9% | 0.06% | +241.2% |
| Q3 2018 | $305,000 | +1.3% | 9,089 | -0.1% | 0.02% | -15.0% |
| Q2 2018 | $301,000 | -5.6% | 9,099 | -3.9% | 0.02% | -20.0% |
| Q1 2018 | $319,000 | +17.3% | 9,465 | +18.4% | 0.02% | +4.2% |
| Q4 2017 | $272,000 | +19.8% | 7,993 | +18.0% | 0.02% | +14.3% |
| Q3 2017 | $227,000 | +3.7% | 6,776 | -1.6% | 0.02% | -19.2% |
| Q2 2017 | $219,000 | – | 6,884 | – | 0.03% | – |
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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% |