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 | $13,309,835 | -6.7% | 391,927 | -2.1% | 2.58% | -1.7% |
| Q2 2023 | $14,268,265 | +1.2% | 400,232 | -1.3% | 2.62% | -4.3% |
| Q1 2023 | $14,106,035 | +6.5% | 405,346 | -1.5% | 2.74% | +13.8% |
| Q4 2022 | $13,250,260 | +6.1% | 411,371 | -7.3% | 2.41% | -7.3% |
| Q3 2022 | $12,488,000 | -11.5% | 443,944 | -1.1% | 2.60% | -2.1% |
| Q2 2022 | $14,110,000 | -14.8% | 448,657 | -0.5% | 2.66% | +0.5% |
| Q1 2022 | $16,558,000 | -7.1% | 450,910 | -1.7% | 2.64% | -3.8% |
| Q4 2021 | $17,829,000 | -0.3% | 458,686 | -0.7% | 2.75% | -6.7% |
| Q3 2021 | $17,879,000 | -3.5% | 461,987 | -1.6% | 2.95% | -2.6% |
| Q2 2021 | $18,527,000 | +0.2% | 469,643 | -4.5% | 3.03% | -1.7% |
| Q1 2021 | $18,494,000 | +1.8% | 491,613 | -2.5% | 3.08% | -4.3% |
| Q4 2020 | $18,160,000 | -15.8% | 504,305 | -26.6% | 3.22% | -20.5% |
| Q3 2020 | $21,580,000 | -37.6% | 687,246 | -40.9% | 4.05% | -42.2% |
| Q2 2020 | $34,566,000 | +76.0% | 1,161,889 | +52.8% | 7.00% | +53.5% |
| Q1 2020 | $19,643,000 | -15.2% | 760,165 | +10.4% | 4.56% | +13.0% |
| Q4 2019 | $23,154,000 | +11.4% | 688,497 | +5.5% | 4.04% | +6.2% |
| Q3 2019 | $20,783,000 | +0.9% | 652,307 | +1.6% | 3.80% | +1.0% |
| Q2 2019 | $20,599,000 | +0.2% | 641,915 | -2.2% | 3.76% | +0.1% |
| Q1 2019 | $20,558,000 | +3.4% | 656,604 | -6.3% | 3.76% | -9.4% |
| Q4 2018 | $19,876,000 | -15.2% | 701,081 | +0.3% | 4.15% | +3.6% |
| Q3 2018 | $23,437,000 | +4.1% | 698,999 | +2.6% | 4.00% | +0.0% |
| Q2 2018 | $22,520,000 | +1.4% | 681,391 | +3.4% | 4.00% | -0.8% |
| Q1 2018 | $22,207,000 | +8.0% | 658,777 | +9.2% | 4.04% | +10.0% |
| Q4 2017 | $20,556,000 | +0.7% | 603,348 | -1.1% | 3.67% | -3.3% |
| Q3 2017 | $20,415,000 | +3.9% | 609,962 | -1.4% | 3.80% | +1.1% |
| Q2 2017 | $19,658,000 | +6.5% | 618,579 | +0.1% | 3.75% | +4.9% |
| Q1 2017 | $18,455,000 | +10.1% | 617,849 | +2.0% | 3.58% | +3.4% |
| Q4 2016 | $16,760,000 | +6.3% | 605,485 | +10.6% | 3.46% | +2.5% |
| Q3 2016 | $15,764,000 | +5.4% | 547,565 | -0.7% | 3.38% | +3.7% |
| Q2 2016 | $14,950,000 | -2.3% | 551,444 | -2.3% | 3.25% | -3.8% |
| Q1 2016 | $15,306,000 | +5.9% | 564,604 | +7.7% | 3.38% | +0.6% |
| Q4 2015 | $14,453,000 | +38.7% | 524,416 | +37.8% | 3.36% | +31.4% |
| Q3 2015 | $10,419,000 | -7.6% | 380,685 | +2.9% | 2.56% | +7.7% |
| Q2 2015 | $11,270,000 | +18.2% | 369,886 | +12.2% | 2.38% | +16.1% |
| Q4 2014 | $9,532,000 | +35.2% | 329,712 | +45.0% | 2.05% | +18.0% |
| Q3 2014 | $7,052,000 | +10.7% | 227,325 | +17.7% | 1.73% | +10.1% |
| Q2 2014 | $6,372,000 | +27.8% | 193,206 | +22.0% | 1.58% | +7.9% |
| Q1 2014 | $4,987,000 | +12.3% | 158,323 | +12.2% | 1.46% | +7.8% |
| Q4 2013 | $4,442,000 | – | 141,049 | – | 1.35% | – |
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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% |