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 | $6,987,403 | +22.9% | 205,753 | +29.0% | 0.46% | +14.4% |
| Q2 2023 | $5,685,765 | +0.8% | 159,488 | -1.6% | 0.40% | -7.1% |
| Q1 2023 | $5,641,012 | +2.6% | 162,098 | -5.1% | 0.43% | -5.2% |
| Q4 2022 | $5,499,956 | +14.1% | 170,753 | -0.3% | 0.46% | -9.7% |
| Q3 2022 | $4,819,000 | -15.5% | 171,318 | -5.5% | 0.51% | -1.9% |
| Q2 2022 | $5,701,000 | -10.3% | 181,268 | +4.7% | 0.52% | +0.2% |
| Q1 2022 | $6,355,000 | -3.9% | 173,055 | +1.7% | 0.52% | +8.4% |
| Q4 2021 | $6,613,000 | +13.3% | 170,133 | +12.8% | 0.48% | -4.6% |
| Q3 2021 | $5,835,000 | -0.9% | 150,769 | +1.0% | 0.50% | -4.2% |
| Q2 2021 | $5,888,000 | +5.8% | 149,254 | +0.9% | 0.52% | -11.8% |
| Q1 2021 | $5,565,000 | +7.9% | 147,922 | +3.2% | 0.59% | -16.9% |
| Q4 2020 | $5,159,000 | +11.7% | 143,271 | -2.6% | 0.71% | -36.8% |
| Q3 2020 | $4,620,000 | +45.2% | 147,149 | +37.6% | 1.12% | +15.4% |
| Q2 2020 | $3,181,000 | +43.2% | 106,911 | +24.3% | 0.98% | -38.1% |
| Q1 2020 | $2,222,000 | -82.3% | 85,982 | -77.0% | 1.57% | -77.9% |
| Q4 2019 | $12,570,000 | -3.5% | 373,780 | -8.5% | 7.13% | +43.1% |
| Q3 2019 | $13,022,000 | -8.2% | 408,713 | -7.5% | 4.98% | -11.9% |
| Q2 2019 | $14,178,000 | +177.6% | 441,811 | +170.8% | 5.66% | +104.8% |
| Q1 2019 | $5,108,000 | +61.4% | 163,145 | +46.2% | 2.76% | +30.8% |
| Q4 2018 | $3,164,000 | – | 111,619 | – | 2.11% | – |
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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% |