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 | $1,957,279 | -1.9% | 57,635 | +3.0% | 1.23% | -0.7% |
| Q2 2023 | $1,995,503 | -4.8% | 55,975 | -7.1% | 1.24% | -8.7% |
| Q1 2023 | $2,095,892 | +7.0% | 60,227 | -0.9% | 1.36% | -7.5% |
| Q4 2022 | $1,958,457 | +19.6% | 60,803 | +4.4% | 1.46% | +9.6% |
| Q3 2022 | $1,638,000 | -7.0% | 58,241 | +3.9% | 1.34% | -2.6% |
| Q2 2022 | $1,762,000 | -13.4% | 56,038 | +1.1% | 1.37% | +2.5% |
| Q1 2022 | $2,034,000 | -5.0% | 55,405 | +0.6% | 1.34% | -2.6% |
| Q4 2021 | $2,141,000 | +6.7% | 55,077 | +6.2% | 1.38% | +5.1% |
| Q3 2021 | $2,007,000 | +4.1% | 51,853 | +6.1% | 1.31% | -0.5% |
| Q2 2021 | $1,928,000 | +3.2% | 48,865 | -1.7% | 1.32% | +4.4% |
| Q1 2021 | $1,869,000 | -0.1% | 49,690 | -4.3% | 1.26% | -5.7% |
| Q4 2020 | $1,870,000 | -31.5% | 51,921 | -40.2% | 1.34% | -38.3% |
| Q3 2020 | $2,728,000 | -5.7% | 86,891 | -10.7% | 2.17% | -6.6% |
| Q2 2020 | $2,894,000 | -52.2% | 97,272 | -58.5% | 2.32% | -56.5% |
| Q1 2020 | $6,060,000 | -31.6% | 234,526 | -15.7% | 5.33% | -20.1% |
| Q4 2019 | $8,866,000 | -6.3% | 278,283 | -6.3% | 6.67% | -12.6% |
| Q3 2019 | $9,458,000 | -5.5% | 296,849 | -4.8% | 7.64% | -0.0% |
| Q2 2019 | $10,004,000 | -9.9% | 311,737 | -5.3% | 7.64% | -19.7% |
| Q1 2019 | $11,098,000 | +24.2% | 329,211 | +4.4% | 9.50% | +12.1% |
| Q4 2018 | $8,939,000 | -19.0% | 315,303 | -4.2% | 8.48% | -9.2% |
| Q3 2018 | $11,040,000 | -5.2% | 329,254 | -6.6% | 9.34% | -6.3% |
| Q2 2018 | $11,651,000 | +1.3% | 352,523 | +3.3% | 9.97% | +4.4% |
| Q1 2018 | $11,502,000 | +1.1% | 341,195 | +2.2% | 9.55% | +12.2% |
| Q4 2017 | $11,373,000 | +18.0% | 333,821 | +15.9% | 8.51% | +11.7% |
| Q3 2017 | $9,637,000 | +5.3% | 287,921 | -0.0% | 7.62% | -2.3% |
| Q2 2017 | $9,151,000 | +8.0% | 287,964 | +1.5% | 7.79% | +1.6% |
| Q1 2017 | $8,471,000 | +13.0% | 283,606 | +4.7% | 7.67% | +3.2% |
| Q4 2016 | $7,495,000 | +17.8% | 270,771 | +22.6% | 7.43% | +10.5% |
| Q3 2016 | $6,361,000 | – | 220,928 | – | 6.73% | – |
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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% |