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 | $1,632,963 | -4.7% | 48,085 | 0.0% | 0.51% | +1.2% |
| Q2 2023 | $1,714,227 | +2.0% | 48,085 | -0.4% | 0.50% | -3.3% |
| Q1 2023 | $1,680,906 | +5.2% | 48,302 | -2.6% | 0.52% | +2.8% |
| Q4 2022 | $1,597,677 | +8.8% | 49,602 | -5.0% | 0.51% | -2.7% |
| Q3 2022 | $1,468,861 | -8.2% | 52,217 | +2.6% | 0.52% | -4.2% |
| Q2 2022 | $1,600,836 | +28.0% | 50,901 | +49.5% | 0.54% | +39.7% |
| Q1 2022 | $1,250,389 | -7.3% | 34,052 | -1.9% | 0.39% | -7.4% |
| Q4 2021 | $1,348,789 | -26.6% | 34,700 | -26.9% | 0.42% | -34.6% |
| Q3 2021 | $1,836,547 | -4.7% | 47,456 | -2.9% | 0.64% | -9.2% |
| Q2 2021 | $1,927,369 | +6.0% | 48,856 | +1.1% | 0.71% | -3.0% |
| Q1 2021 | $1,817,573 | +4.5% | 48,314 | 0.0% | 0.73% | -5.7% |
| Q4 2020 | $1,739,787 | +13.7% | 48,314 | -0.9% | 0.78% | -1.0% |
| Q3 2020 | $1,530,499 | +5.0% | 48,742 | -0.5% | 0.78% | -0.6% |
| Q2 2020 | $1,457,363 | -47.9% | 48,987 | -54.7% | 0.79% | -55.6% |
| Q1 2020 | $2,795,810 | +4557.4% | 108,197 | +5961.5% | 1.77% | +5275.8% |
| Q4 2019 | $60,030 | -88.5% | 1,785 | -89.1% | 0.03% | -89.4% |
| Q3 2019 | $520,911 | +23.1% | 16,350 | +24.0% | 0.31% | +17.8% |
| Q2 2019 | $423,107 | -4.4% | 13,185 | -6.8% | 0.26% | -14.8% |
| Q1 2019 | $442,723 | -43.8% | 14,140 | -49.1% | 0.31% | -49.0% |
| Q4 2018 | $787,676 | -14.3% | 27,784 | +1.4% | 0.61% | -8.0% |
| Q3 2018 | $918,990 | +17.2% | 27,408 | +15.5% | 0.66% | +12.8% |
| Q2 2018 | $784,111 | -2.0% | 23,725 | 0.0% | 0.59% | -1.5% |
| Q1 2018 | $799,770 | +1.1% | 23,725 | +2.2% | 0.60% | +1.5% |
| Q4 2017 | $791,276 | +57.3% | 23,225 | +54.6% | 0.59% | +54.6% |
| Q3 2017 | $502,887 | +5.3% | 15,025 | 0.0% | 0.38% | 0.0% |
| Q2 2017 | $477,495 | +6.4% | 15,025 | 0.0% | 0.38% | +5.9% |
| Q1 2017 | $448,797 | -3.7% | 15,025 | -10.7% | 0.36% | -17.7% |
| Q4 2016 | $465,910 | – | 16,832 | – | 0.44% | – |
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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% |