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 | $6,066,398 | -10.8% | 178,634 | -6.3% | 2.34% | -17.8% |
| Q2 2023 | $6,799,440 | +0.6% | 190,728 | -1.8% | 2.85% | -13.1% |
| Q1 2023 | $6,758,440 | +4.0% | 194,208 | -3.7% | 3.28% | -5.0% |
| Q4 2022 | $6,498,931 | +7.6% | 201,767 | -6.0% | 3.45% | -1.3% |
| Q3 2022 | $6,040,000 | -9.8% | 214,715 | +0.9% | 3.50% | -0.2% |
| Q2 2022 | $6,695,000 | -19.2% | 212,866 | -5.6% | 3.51% | -10.0% |
| Q1 2022 | $8,281,000 | -3.8% | 225,516 | -1.3% | 3.90% | -4.4% |
| Q4 2021 | $8,606,000 | -46.9% | 228,516 | -43.6% | 4.08% | -51.6% |
| Q3 2021 | $16,200,000 | +1.0% | 405,093 | -0.1% | 8.43% | -6.8% |
| Q2 2021 | $16,043,000 | -1.7% | 405,340 | -6.6% | 9.04% | -23.8% |
| Q1 2021 | $16,323,000 | +5.3% | 433,873 | +0.8% | 11.86% | +2.8% |
| Q4 2020 | $15,501,000 | +17.1% | 430,486 | +2.1% | 11.54% | +5.3% |
| Q3 2020 | $13,240,000 | +4.8% | 421,648 | -0.7% | 10.96% | -1.2% |
| Q2 2020 | $12,636,000 | +27.9% | 424,716 | +11.0% | 11.09% | +12.2% |
| Q1 2020 | $9,883,000 | -25.3% | 382,468 | -2.8% | 9.88% | -18.3% |
| Q4 2019 | $13,238,000 | +13.2% | 393,647 | +7.3% | 12.10% | -2.0% |
| Q3 2019 | $11,692,000 | +0.0% | 366,963 | +0.7% | 12.34% | -3.4% |
| Q2 2019 | $11,688,000 | +4.4% | 364,234 | +1.9% | 12.78% | -5.4% |
| Q1 2019 | $11,197,000 | +120.5% | 357,611 | +99.6% | 13.50% | +89.2% |
| Q4 2018 | $5,078,000 | -19.8% | 179,130 | -5.2% | 7.14% | +6.0% |
| Q3 2018 | $6,335,000 | +19.8% | 188,930 | +18.1% | 6.74% | +2.4% |
| Q2 2018 | $5,286,000 | +26.1% | 159,943 | +28.6% | 6.58% | +46.5% |
| Q1 2018 | $4,192,000 | +51.6% | 124,366 | +53.3% | 4.49% | +48.1% |
| Q4 2017 | $2,765,000 | – | 81,151 | – | 3.03% | – |
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% |