SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 718 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 1.74 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $31,913,719 | +74.6% | 939,301 | +83.2% | 0.01% | +66.7% |
| Q2 2023 | $18,276,489 | +1.1% | 512,660 | -1.2% | 0.01% | 0.0% |
| Q1 2023 | $18,083,658 | -54.2% | 518,852 | -57.6% | 0.01% | -57.1% |
| Q4 2022 | $39,452,000 | +506.0% | 1,222,857 | +429.2% | 0.01% | +600.0% |
| Q3 2022 | $6,510,000 | -13.7% | 231,093 | -3.7% | 0.00% | -33.3% |
| Q2 2022 | $7,544,000 | +11.1% | 240,002 | +29.8% | 0.00% | +50.0% |
| Q1 2022 | $6,788,000 | -25.3% | 184,855 | -20.9% | 0.00% | -33.3% |
| Q4 2021 | $9,088,000 | -8.1% | 233,657 | -8.6% | 0.00% | 0.0% |
| Q3 2021 | $9,891,000 | -1.9% | 255,621 | -0.6% | 0.00% | 0.0% |
| Q2 2021 | $10,083,000 | +45.6% | 257,284 | +39.6% | 0.00% | +50.0% |
| Q1 2021 | $6,927,000 | -42.3% | 184,287 | -44.7% | 0.00% | -50.0% |
| Q4 2020 | $11,998,000 | +3.5% | 333,178 | -9.7% | 0.00% | -20.0% |
| Q3 2020 | $11,590,000 | +21.5% | 368,804 | +14.8% | 0.01% | +25.0% |
| Q2 2020 | $9,536,000 | -4.7% | 321,277 | -17.1% | 0.00% | -20.0% |
| Q1 2020 | $10,011,000 | -43.1% | 387,580 | -30.8% | 0.01% | -28.6% |
| Q4 2019 | $17,592,000 | +7.2% | 559,919 | +9.1% | 0.01% | 0.0% |
| Q3 2019 | $16,405,000 | +19.2% | 513,184 | +20.0% | 0.01% | +16.7% |
| Q2 2019 | $13,762,000 | +7.5% | 427,478 | +4.5% | 0.01% | 0.0% |
| Q1 2019 | $12,803,000 | +32.9% | 408,991 | +19.1% | 0.01% | +20.0% |
| Q4 2018 | $9,635,000 | -19.2% | 343,320 | -3.8% | 0.01% | +25.0% |
| Q3 2018 | $11,919,000 | +16.0% | 356,928 | +14.8% | 0.00% | -20.0% |
| Q2 2018 | $10,276,000 | +20.4% | 310,925 | +22.7% | 0.01% | +25.0% |
| Q1 2018 | $8,534,000 | +21.0% | 253,351 | +22.2% | 0.00% | +33.3% |
| Q4 2017 | $7,050,000 | +129.3% | 207,261 | +125.6% | 0.00% | +200.0% |
| Q3 2017 | $3,075,000 | +433.9% | 91,885 | +407.3% | 0.00% | – |
| Q2 2017 | $576,000 | -62.2% | 18,113 | -64.2% | 0.00% | -100.0% |
| Q1 2017 | $1,523,000 | +32.1% | 50,590 | +21.5% | 0.00% | 0.0% |
| Q4 2016 | $1,153,000 | +436.3% | 41,625 | +454.6% | 0.00% | – |
| Q3 2016 | $215,000 | -18.9% | 7,506 | -23.3% | 0.00% | – |
| Q2 2016 | $265,000 | -21.1% | 9,784 | -21.1% | 0.00% | – |
| Q1 2016 | $336,000 | -21.7% | 12,401 | -20.3% | 0.00% | – |
| Q4 2015 | $429,000 | +38.4% | 15,550 | +37.0% | 0.00% | – |
| Q3 2015 | $310,000 | +36.0% | 11,351 | +51.7% | 0.00% | – |
| Q2 2015 | $228,000 | +79.5% | 7,481 | +82.2% | 0.00% | – |
| Q3 2014 | $127,000 | +76.4% | 4,106 | +89.2% | 0.00% | – |
| Q2 2014 | $72,000 | -28.7% | 2,170 | -32.4% | 0.00% | – |
| Q1 2014 | $101,000 | +42.3% | 3,208 | +42.0% | 0.00% | – |
| Q4 2013 | $71,000 | +317.6% | 2,259 | +296.3% | 0.00% | – |
| Q3 2013 | $17,000 | – | 570 | – | 0.00% | – |
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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% |