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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,253,444 | +1.2% | 35,160 | -1.2% | 0.38% | -8.7% |
| Q1 2023 | $1,238,960 | -1.1% | 35,601 | -8.5% | 0.41% | -11.0% |
| Q4 2022 | $1,252,656 | +12.5% | 38,889 | -1.8% | 0.46% | -11.8% |
| Q3 2022 | $1,113,000 | -16.6% | 39,584 | -6.7% | 0.53% | -21.8% |
| Q2 2022 | $1,334,000 | -14.2% | 42,411 | +0.2% | 0.67% | -15.6% |
| Q1 2022 | $1,554,000 | -7.8% | 42,331 | -2.3% | 0.80% | -17.8% |
| Q4 2021 | $1,685,000 | +0.1% | 43,332 | -0.4% | 0.97% | -29.8% |
| Q3 2021 | $1,684,000 | -13.6% | 43,517 | -11.9% | 1.38% | -16.7% |
| Q2 2021 | $1,949,000 | -2.1% | 49,406 | -6.6% | 1.66% | -27.1% |
| Q1 2021 | $1,990,000 | -31.2% | 52,905 | -34.2% | 2.27% | -28.1% |
| Q4 2020 | $2,894,000 | -62.1% | 80,355 | -67.0% | 3.16% | -5.2% |
| Q3 2020 | $7,638,000 | +51.7% | 243,300 | +43.7% | 3.33% | -5.9% |
| Q2 2020 | $5,036,000 | -20.0% | 169,298 | -30.4% | 3.54% | -8.7% |
| Q1 2020 | $6,296,000 | -52.4% | 243,330 | -38.2% | 3.88% | +0.1% |
| Q4 2019 | $13,238,000 | +4.8% | 393,465 | -0.7% | 3.87% | -0.8% |
| Q3 2019 | $12,631,000 | +0.0% | 396,316 | +0.7% | 3.90% | +1.2% |
| Q2 2019 | $12,626,000 | +3.1% | 393,550 | +0.6% | 3.86% | +1.0% |
| Q1 2019 | $12,246,000 | +11.5% | 391,215 | +1.0% | 3.82% | +2.6% |
| Q4 2018 | $10,983,000 | -13.3% | 387,360 | +2.5% | 3.72% | -2.1% |
| Q3 2018 | $12,671,000 | +3.3% | 377,777 | +1.9% | 3.80% | +0.4% |
| Q2 2018 | $12,262,000 | +3.5% | 370,706 | +5.5% | 3.78% | +1.1% |
| Q1 2018 | $11,853,000 | -3.5% | 351,448 | -2.5% | 3.74% | -6.2% |
| Q4 2017 | $12,279,000 | – | 360,492 | – | 3.99% | – |
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% |