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 | $11,005,695 | -4.3% | 324,078 | +0.5% | 4.48% | +1.8% |
| Q2 2023 | $11,494,422 | +2.4% | 322,424 | -0.1% | 4.41% | -3.5% |
| Q1 2023 | $11,227,229 | +8.8% | 322,622 | +0.7% | 4.56% | +2.9% |
| Q4 2022 | $10,321,657 | +19.5% | 320,449 | +4.3% | 4.44% | +8.6% |
| Q3 2022 | $8,640,000 | -15.0% | 307,162 | -4.9% | 4.08% | -11.5% |
| Q2 2022 | $10,159,000 | -12.7% | 323,007 | +1.9% | 4.62% | -0.5% |
| Q1 2022 | $11,636,000 | -7.3% | 316,890 | -1.9% | 4.64% | -4.6% |
| Q4 2021 | $12,554,000 | -0.6% | 322,968 | -1.1% | 4.86% | -8.5% |
| Q3 2021 | $12,636,000 | -0.6% | 326,515 | +1.3% | 5.32% | -1.7% |
| Q2 2021 | $12,718,000 | +7.7% | 322,385 | +2.7% | 5.41% | +1.0% |
| Q1 2021 | $11,804,000 | +4.2% | 313,761 | -0.3% | 5.36% | -3.4% |
| Q4 2020 | $11,329,000 | +17.2% | 314,617 | +2.2% | 5.55% | -2.9% |
| Q3 2020 | $9,670,000 | +7.3% | 307,957 | +1.7% | 5.72% | -4.4% |
| Q2 2020 | $9,011,000 | +4.9% | 302,890 | -8.9% | 5.98% | -13.9% |
| Q1 2020 | $8,590,000 | -12.8% | 332,436 | +13.5% | 6.95% | +4.4% |
| Q4 2019 | $9,853,000 | +10.4% | 292,983 | +4.5% | 6.66% | -2.1% |
| Q3 2019 | $8,928,000 | -1.9% | 280,240 | -1.2% | 6.80% | -2.1% |
| Q2 2019 | $9,104,000 | +2.2% | 283,691 | -0.2% | 6.95% | -4.6% |
| Q1 2019 | $8,904,000 | +13.4% | 284,386 | +2.7% | 7.28% | -2.1% |
| Q4 2018 | $7,851,000 | – | 276,936 | – | 7.44% | – |
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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% |