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 | $676,178 | -1.7% | 19,911 | +3.2% | 0.08% | 0.0% |
| Q2 2023 | $688,116 | +3.5% | 19,302 | +1.1% | 0.08% | -5.9% |
| Q1 2023 | $664,645 | -1.0% | 19,099 | -8.3% | 0.08% | -10.5% |
| Q4 2022 | $671,031 | +18.6% | 20,833 | +3.6% | 0.10% | +5.6% |
| Q3 2022 | $566,000 | -1.6% | 20,113 | +9.9% | 0.09% | -1.1% |
| Q2 2022 | $575,000 | -9.9% | 18,294 | +5.2% | 0.09% | +3.4% |
| Q1 2022 | $638,000 | -8.6% | 17,387 | -3.1% | 0.09% | -8.3% |
| Q4 2021 | $698,000 | -14.7% | 17,948 | -15.0% | 0.10% | -24.4% |
| Q3 2021 | $818,000 | +11.1% | 21,127 | +13.2% | 0.13% | +6.7% |
| Q2 2021 | $736,000 | +7.6% | 18,662 | +2.6% | 0.12% | -2.5% |
| Q1 2021 | $684,000 | – | 18,194 | – | 0.12% | – |
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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% |