SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 666 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 6.47 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,592,520 | +4.1% | 370,804 | +9.3% | 4.20% | +6.5% |
| Q2 2023 | $12,097,524 | +4.0% | 339,341 | +1.5% | 3.95% | -4.8% |
| Q1 2023 | $11,634,492 | +24.5% | 334,324 | +15.2% | 4.15% | +12.5% |
| Q4 2022 | $9,348,000 | +21.6% | 290,212 | +6.2% | 3.69% | +15.3% |
| Q3 2022 | $7,685,000 | -9.9% | 273,197 | +0.8% | 3.20% | -10.3% |
| Q2 2022 | $8,528,000 | -16.2% | 271,163 | -2.1% | 3.56% | +5.2% |
| Q1 2022 | $10,176,000 | +7.9% | 277,119 | +14.2% | 3.39% | +17.1% |
| Q4 2021 | $9,433,000 | +4.0% | 242,690 | +3.6% | 2.90% | -3.5% |
| Q3 2021 | $9,068,000 | +0.3% | 234,327 | +2.2% | 3.00% | -4.5% |
| Q2 2021 | $9,042,000 | +8.1% | 229,205 | +3.1% | 3.14% | -0.2% |
| Q1 2021 | $8,362,000 | +4.9% | 222,285 | +0.4% | 3.15% | +0.1% |
| Q4 2020 | $7,972,000 | +18.3% | 221,380 | +3.1% | 3.15% | +6.0% |
| Q3 2020 | $6,741,000 | +7.5% | 214,686 | +1.8% | 2.97% | -3.3% |
| Q2 2020 | $6,272,000 | +13.3% | 210,839 | -1.6% | 3.07% | -13.9% |
| Q1 2020 | $5,534,000 | -20.8% | 214,178 | +3.2% | 3.57% | -6.7% |
| Q4 2019 | $6,983,000 | +9.2% | 207,630 | +3.5% | 3.82% | -4.3% |
| Q3 2019 | $6,392,000 | +4.2% | 200,632 | +4.9% | 4.00% | +1.8% |
| Q2 2019 | $6,136,000 | +12.4% | 191,206 | +9.7% | 3.92% | +3.0% |
| Q1 2019 | $5,459,000 | +14.1% | 174,338 | +3.3% | 3.81% | -0.4% |
| Q4 2018 | $4,786,000 | -12.6% | 168,814 | +3.4% | 3.82% | +4.2% |
| Q3 2018 | $5,475,000 | +12.7% | 163,291 | +11.1% | 3.67% | +3.2% |
| Q2 2018 | $4,857,000 | +5.5% | 146,968 | +7.7% | 3.56% | +0.5% |
| Q1 2018 | $4,602,000 | +85.2% | 136,512 | +87.2% | 3.54% | +71.6% |
| Q4 2017 | $2,485,000 | – | 72,933 | – | 2.06% | – |
Download | ||||||
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% |