SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 985 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.30 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $410,014 | +14.2% | 12,073 | +19.9% | 0.00% | 0.0% |
| Q2 2023 | $358,976 | +2.5% | 10,069 | +0.1% | 0.00% | 0.0% |
| Q1 2023 | $350,086 | +8.1% | 10,060 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $324,000 | +14.1% | 10,060 | -0.5% | 0.00% | +50.0% |
| Q3 2022 | $284,000 | -30.2% | 10,112 | -21.9% | 0.00% | -33.3% |
| Q2 2022 | $407,000 | +14.0% | 12,955 | +33.1% | 0.00% | +50.0% |
| Q1 2022 | $357,000 | -3.0% | 9,733 | +2.7% | 0.00% | 0.0% |
| Q4 2021 | $368,000 | +1.9% | 9,480 | +1.7% | 0.00% | -33.3% |
| Q3 2021 | $361,000 | +22.0% | 9,326 | +24.3% | 0.00% | +50.0% |
| Q2 2021 | $296,000 | -12.7% | 7,505 | -16.8% | 0.00% | -33.3% |
| Q1 2021 | $339,000 | +25.6% | 9,018 | +20.2% | 0.00% | 0.0% |
| Q4 2020 | $270,000 | +14.4% | 7,505 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $236,000 | +6.8% | 7,505 | +1.1% | 0.00% | 0.0% |
| Q2 2020 | $221,000 | +8.3% | 7,423 | -6.0% | 0.00% | 0.0% |
| Q1 2020 | $204,000 | -2.9% | 7,894 | +20.4% | 0.00% | 0.0% |
| Q3 2019 | $210,000 | 0.0% | 6,554 | 0.0% | 0.00% | +50.0% |
| Q2 2019 | $210,000 | -2.3% | 6,554 | -4.4% | 0.00% | -33.3% |
| Q1 2019 | $215,000 | -23.2% | 6,854 | -18.0% | 0.00% | 0.0% |
| Q3 2018 | $280,000 | -21.6% | 8,363 | -22.5% | 0.00% | -25.0% |
| Q2 2018 | $357,000 | -99.9% | 10,793 | +12.5% | 0.00% | 0.0% |
| Q1 2018 | $323,380,000 | +20.7% | 9,593 | +22.0% | 0.00% | +33.3% |
| Q4 2017 | $267,892,000 | +5.1% | 7,863 | +3.3% | 0.00% | 0.0% |
| Q3 2017 | $254,807,000 | – | 7,613 | – | 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% |