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 | $998,232 | -14.8% | 29,394 | -10.5% | 0.43% | -13.4% |
| Q2 2023 | $1,171,186 | +2.5% | 32,852 | +0.1% | 0.50% | -5.1% |
| Q1 2023 | $1,142,663 | +5.6% | 32,835 | -2.3% | 0.53% | -6.4% |
| Q4 2022 | $1,082,389 | +21.2% | 33,604 | +5.9% | 0.56% | +8.3% |
| Q3 2022 | $893,000 | +140.1% | 31,742 | +168.1% | 0.52% | +143.5% |
| Q2 2022 | $372,000 | -14.5% | 11,838 | -0.2% | 0.21% | -19.9% |
| Q1 2022 | $435,000 | -24.7% | 11,858 | -26.7% | 0.27% | -41.2% |
| Q4 2021 | $578,000 | +13.1% | 16,167 | +22.4% | 0.45% | +49.3% |
| Q3 2021 | $511,000 | -4.5% | 13,205 | -2.6% | 0.30% | -13.6% |
| Q2 2021 | $535,000 | +1.3% | 13,556 | -3.5% | 0.35% | -7.6% |
| Q1 2021 | $528,000 | -10.8% | 14,046 | -14.5% | 0.38% | -18.1% |
| Q4 2020 | $592,000 | +0.2% | 16,429 | -12.7% | 0.46% | -14.2% |
| Q3 2020 | $591,000 | -13.1% | 18,815 | -16.3% | 0.54% | -17.4% |
| Q2 2020 | $680,000 | -67.1% | 22,485 | -71.4% | 0.66% | -70.4% |
| Q1 2020 | $2,069,000 | -19.0% | 78,734 | +4.3% | 2.22% | -11.4% |
| Q4 2019 | $2,554,000 | -3.3% | 75,511 | -8.7% | 2.50% | -10.9% |
| Q3 2019 | $2,641,000 | -7.7% | 82,749 | -7.3% | 2.81% | -6.7% |
| Q2 2019 | $2,861,000 | +1.8% | 89,235 | +2.3% | 3.01% | -0.3% |
| Q1 2019 | $2,811,000 | +9.2% | 87,262 | +1.7% | 3.02% | -2.9% |
| Q4 2018 | $2,575,000 | – | 85,804 | – | 3.11% | – |
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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% |