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 | $1,754,463 | -3.1% | 53,053 | +1.6% | 0.31% | -1.9% |
| Q2 2023 | $1,810,294 | -1.1% | 52,215 | -0.5% | 0.32% | -3.6% |
| Q1 2023 | $1,830,712 | +1.6% | 52,486 | -2.7% | 0.33% | -0.3% |
| Q4 2022 | $1,801,880 | -10.0% | 53,932 | -21.9% | 0.33% | -17.9% |
| Q3 2022 | $2,003,000 | +2.7% | 69,024 | +9.2% | 0.40% | +5.2% |
| Q2 2022 | $1,951,000 | +18.9% | 63,200 | +39.9% | 0.38% | +27.3% |
| Q1 2022 | $1,641,000 | -5.5% | 45,182 | -3.3% | 0.30% | -6.0% |
| Q4 2021 | $1,737,000 | -15.9% | 46,700 | -12.6% | 0.32% | -31.2% |
| Q3 2021 | $2,066,000 | +0.3% | 53,433 | +2.3% | 0.46% | +16.0% |
| Q2 2021 | $2,060,000 | -52.2% | 52,219 | -54.5% | 0.40% | -58.7% |
| Q1 2021 | $4,313,000 | +0.7% | 114,658 | -3.6% | 0.97% | +0.8% |
| Q4 2020 | $4,284,000 | +2.5% | 118,969 | -10.6% | 0.96% | -2.0% |
| Q3 2020 | $4,178,000 | -85.9% | 133,064 | -86.7% | 0.98% | -81.4% |
| Q2 2020 | $29,724,000 | +195.1% | 999,128 | +156.3% | 5.27% | +13.0% |
| Q1 2020 | $10,071,000 | -16.7% | 389,756 | +8.4% | 4.67% | -14.9% |
| Q4 2019 | $12,088,000 | +3.8% | 359,436 | -1.7% | 5.49% | -0.5% |
| Q3 2019 | $11,647,000 | +9.6% | 365,568 | +10.4% | 5.51% | +9.1% |
| Q2 2019 | $10,623,000 | +108.1% | 331,027 | +103.1% | 5.05% | +80.8% |
| Q1 2019 | $5,104,000 | +14.2% | 163,002 | +3.4% | 2.79% | -1.3% |
| Q4 2018 | $4,468,000 | – | 157,609 | – | 2.83% | – |
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% |