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 | $260,220 | +10.2% | 7,663 | +15.7% | 0.00% | – |
| Q2 2023 | $236,150 | +5.9% | 6,624 | +3.4% | 0.00% | – |
| Q1 2023 | $222,930 | -28.5% | 6,406 | -24.5% | 0.00% | -100.0% |
| Q1 2022 | $312,000 | +49.3% | 8,480 | +57.0% | 0.00% | – |
| Q4 2021 | $209,000 | -25.4% | 5,401 | -25.5% | 0.00% | -100.0% |
| Q3 2021 | $280,000 | +1300.0% | 7,250 | +1060.0% | 0.00% | – |
| Q1 2019 | $20,000 | -76.5% | 625 | -79.1% | 0.00% | – |
| Q4 2018 | $85,000 | +4150.0% | 2,995 | +4240.6% | 0.00% | – |
| Q3 2018 | $2,000 | -99.4% | 69 | -99.3% | 0.00% | -100.0% |
| Q2 2018 | $347,000 | +65.2% | 10,502 | +68.5% | 0.00% | 0.0% |
| Q1 2018 | $210,000 | -66.0% | 6,233 | -65.6% | 0.00% | -50.0% |
| Q4 2017 | $618,000 | +1044.4% | 18,124 | +1017.4% | 0.00% | – |
| Q3 2017 | $54,000 | +3.8% | 1,622 | -1.4% | 0.00% | – |
| Q2 2017 | $52,000 | -38.1% | 1,645 | -41.4% | 0.00% | – |
| Q1 2017 | $84,000 | -81.5% | 2,805 | -82.9% | 0.00% | -100.0% |
| Q4 2016 | $454,000 | +15033.3% | 16,416 | +17363.8% | 0.00% | – |
| Q3 2016 | $3,000 | -25.0% | 94 | -36.5% | 0.00% | – |
| Q1 2016 | $4,000 | – | 148 | – | 0.00% | – |
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% |