SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 973 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,602,216 | +0.8% | 488,875 | +5.9% | 0.03% | 0.0% |
| Q2 2023 | $16,462,849 | +0.8% | 461,791 | -1.6% | 0.03% | -3.6% |
| Q1 2023 | $16,333,623 | -1.3% | 469,357 | -8.6% | 0.03% | -3.4% |
| Q4 2022 | $16,543,764 | +182.9% | 513,622 | +147.1% | 0.03% | +141.7% |
| Q3 2022 | $5,847,000 | -9.4% | 207,868 | +1.3% | 0.01% | -7.7% |
| Q2 2022 | $6,453,000 | -17.5% | 205,201 | -3.6% | 0.01% | 0.0% |
| Q1 2022 | $7,820,000 | -12.9% | 212,947 | -7.8% | 0.01% | -7.1% |
| Q4 2021 | $8,977,000 | -0.2% | 230,956 | -0.6% | 0.01% | -17.6% |
| Q3 2021 | $8,992,000 | +3.9% | 232,352 | +5.9% | 0.02% | +6.2% |
| Q2 2021 | $8,656,000 | +6.0% | 219,418 | +1.1% | 0.02% | -5.9% |
| Q1 2021 | $8,166,000 | +5.0% | 217,076 | +0.5% | 0.02% | 0.0% |
| Q4 2020 | $7,776,000 | +15.7% | 215,939 | +0.9% | 0.02% | +6.2% |
| Q3 2020 | $6,722,000 | +5.5% | 214,054 | 0.0% | 0.02% | -5.9% |
| Q2 2020 | $6,369,000 | +17.7% | 214,054 | +2.3% | 0.02% | 0.0% |
| Q1 2020 | $5,409,000 | +17.4% | 209,334 | +52.8% | 0.02% | +41.7% |
| Q4 2019 | $4,607,000 | +5.5% | 136,982 | -0.1% | 0.01% | 0.0% |
| Q3 2019 | $4,367,000 | -0.3% | 137,086 | +0.4% | 0.01% | 0.0% |
| Q2 2019 | $4,379,000 | +1.9% | 136,473 | -0.6% | 0.01% | 0.0% |
| Q1 2019 | $4,299,000 | +10.7% | 137,310 | +0.2% | 0.01% | -7.7% |
| Q4 2018 | $3,884,000 | -12.3% | 136,990 | +3.7% | 0.01% | 0.0% |
| Q3 2018 | $4,429,000 | +8.4% | 132,083 | +6.9% | 0.01% | 0.0% |
| Q2 2018 | $4,084,000 | -2.5% | 123,554 | -0.5% | 0.01% | 0.0% |
| Q1 2018 | $4,188,000 | +0.4% | 124,229 | +1.5% | 0.01% | 0.0% |
| Q4 2017 | $4,172,000 | +14.8% | 122,443 | +12.8% | 0.01% | +8.3% |
| Q3 2017 | $3,635,000 | +22.0% | 108,586 | +15.8% | 0.01% | +20.0% |
| Q2 2017 | $2,980,000 | +17.6% | 93,769 | +10.5% | 0.01% | +11.1% |
| Q1 2017 | $2,534,000 | +134.8% | 84,832 | +117.7% | 0.01% | +125.0% |
| Q4 2016 | $1,079,000 | -0.8% | 38,976 | +3.2% | 0.00% | 0.0% |
| Q3 2016 | $1,088,000 | +8966.7% | 37,781 | +8185.3% | 0.00% | – |
| Q2 2016 | $12,000 | -75.0% | 456 | -74.1% | 0.00% | – |
| Q1 2016 | $48,000 | -56.4% | 1,759 | -56.0% | 0.00% | – |
| Q4 2015 | $110,000 | – | 4,000 | – | 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% |