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 | $1,223,851 | +3.9% | 36,038 | +9.0% | 0.00% | 0.0% |
| Q2 2023 | $1,178,304 | -4.4% | 33,052 | -6.7% | 0.00% | 0.0% |
| Q1 2023 | $1,233,069 | -5.6% | 35,433 | -12.6% | 0.00% | 0.0% |
| Q4 2022 | $1,306,116 | +8.1% | 40,550 | -5.6% | 0.00% | 0.0% |
| Q3 2022 | $1,208,000 | +8.2% | 42,972 | +21.2% | 0.00% | 0.0% |
| Q2 2022 | $1,116,000 | -15.2% | 35,457 | -1.1% | 0.00% | 0.0% |
| Q1 2022 | $1,316,000 | -9.4% | 35,849 | -4.1% | 0.00% | 0.0% |
| Q4 2021 | $1,452,000 | +16.8% | 37,382 | +16.3% | 0.00% | 0.0% |
| Q3 2021 | $1,243,000 | +10.8% | 32,131 | +13.0% | 0.00% | 0.0% |
| Q2 2021 | $1,122,000 | +39.4% | 28,445 | +33.1% | 0.00% | 0.0% |
| Q1 2021 | $805,000 | +18.6% | 21,370 | +13.2% | 0.00% | 0.0% |
| Q4 2020 | $679,000 | +29.8% | 18,877 | +13.4% | 0.00% | 0.0% |
| Q3 2020 | $523,000 | +5.4% | 16,644 | +0.0% | 0.00% | 0.0% |
| Q2 2020 | $496,000 | -0.4% | 16,641 | -13.6% | 0.00% | 0.0% |
| Q1 2020 | $498,000 | -17.5% | 19,264 | +7.2% | 0.00% | 0.0% |
| Q4 2019 | $604,000 | +5.8% | 17,964 | +0.2% | 0.00% | 0.0% |
| Q3 2019 | $571,000 | -67.1% | 17,932 | -66.9% | 0.00% | -50.0% |
| Q2 2019 | $1,736,000 | +10.5% | 54,112 | +7.8% | 0.00% | 0.0% |
| Q1 2019 | $1,571,000 | +463.1% | 50,189 | +410.3% | 0.00% | – |
| Q4 2018 | $279,000 | -23.1% | 9,835 | -9.1% | 0.00% | – |
| Q3 2018 | $363,000 | -36.3% | 10,815 | -37.3% | 0.00% | -100.0% |
| Q2 2018 | $570,000 | -22.7% | 17,248 | -21.2% | 0.00% | 0.0% |
| Q1 2018 | $737,000 | +18.5% | 21,882 | +19.8% | 0.00% | 0.0% |
| Q4 2017 | $622,000 | +58.3% | 18,270 | +55.5% | 0.00% | – |
| Q3 2017 | $393,000 | +270.8% | 11,751 | +249.3% | 0.00% | – |
| Q2 2017 | $106,000 | -49.5% | 3,364 | -52.2% | 0.00% | – |
| Q1 2017 | $210,000 | +123.4% | 7,041 | +109.3% | 0.00% | – |
| Q4 2016 | $94,000 | -58.8% | 3,364 | -60.0% | 0.00% | – |
| Q2 2016 | $228,000 | +10.1% | 8,419 | +10.2% | 0.00% | – |
| Q1 2016 | $207,000 | +36.2% | 7,639 | +38.8% | 0.00% | – |
| Q4 2015 | $152,000 | -31.2% | 5,504 | -31.9% | 0.00% | – |
| Q3 2015 | $221,000 | -56.9% | 8,082 | -52.0% | 0.00% | -100.0% |
| Q2 2015 | $513,000 | +103.6% | 16,850 | +101.7% | 0.00% | – |
| Q1 2015 | $252,000 | +52.7% | 8,353 | +47.0% | 0.00% | – |
| Q4 2014 | $165,000 | +1550.0% | 5,681 | +1632.0% | 0.00% | – |
| Q3 2014 | $10,000 | +150.0% | 328 | +144.8% | 0.00% | – |
| Q1 2014 | $4,000 | -96.4% | 134 | -96.2% | 0.00% | – |
| Q4 2013 | $112,000 | +9.8% | 3,550 | +6.0% | 0.00% | – |
| Q3 2013 | $102,000 | +10.9% | 3,350 | 0.0% | 0.00% | – |
| Q2 2013 | $92,000 | – | 3,350 | – | 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% |