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 | $733,979 | -9.8% | 21,613 | -5.3% | 0.12% | -8.6% |
| Q2 2023 | $813,606 | -38.3% | 22,822 | -39.8% | 0.13% | -42.1% |
| Q1 2023 | $1,318,456 | -2.7% | 37,887 | -9.9% | 0.22% | -9.1% |
| Q4 2022 | $1,355,171 | +14.8% | 42,073 | +0.3% | 0.24% | +5.2% |
| Q3 2022 | $1,180,000 | -1.3% | 41,940 | +10.3% | 0.23% | -3.3% |
| Q2 2022 | $1,196,000 | -11.5% | 38,030 | +3.4% | 0.24% | -3.2% |
| Q1 2022 | $1,351,000 | -4.9% | 36,783 | +0.6% | 0.25% | -2.0% |
| Q4 2021 | $1,421,000 | +6.6% | 36,550 | +6.1% | 0.25% | -1.6% |
| Q3 2021 | $1,333,000 | +6.1% | 34,445 | +8.2% | 0.26% | +4.5% |
| Q2 2021 | $1,256,000 | +14.5% | 31,827 | +9.2% | 0.24% | +13.4% |
| Q1 2021 | $1,097,000 | +2.4% | 29,153 | -2.0% | 0.22% | -0.9% |
| Q4 2020 | $1,071,000 | +23.0% | 29,750 | +7.3% | 0.22% | +13.5% |
| Q3 2020 | $871,000 | +12.1% | 27,737 | +6.2% | 0.19% | +4.9% |
| Q2 2020 | $777,000 | +24.5% | 26,122 | +8.2% | 0.18% | +5.8% |
| Q1 2020 | $624,000 | -15.4% | 24,140 | +10.0% | 0.17% | +46.6% |
| Q4 2019 | $738,000 | -58.0% | 21,948 | -60.9% | 0.12% | -37.2% |
| Q2 2019 | $1,756,000 | 0.0% | 56,079 | 0.0% | 0.19% | 0.0% |
| Q1 2019 | $1,756,000 | +16.7% | 56,079 | +5.6% | 0.19% | -59.7% |
| Q4 2018 | $1,505,000 | -15.2% | 53,096 | +0.3% | 0.47% | -12.5% |
| Q3 2018 | $1,775,000 | +7.3% | 52,957 | +5.7% | 0.53% | +0.9% |
| Q2 2018 | $1,655,000 | +1.8% | 50,090 | +3.9% | 0.53% | -6.2% |
| Q1 2018 | $1,625,000 | -2.5% | 48,215 | -1.5% | 0.56% | -6.3% |
| Q4 2017 | $1,667,000 | – | 48,943 | – | 0.60% | – |
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% |