SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 22 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $274,975 | -11.8% | 8,097 | -7.4% | 0.02% | -5.9% |
| Q2 2023 | $311,760 | -39.8% | 8,745 | -41.2% | 0.02% | -37.0% |
| Q1 2023 | $517,758 | +5.4% | 14,878 | -2.4% | 0.03% | +8.0% |
| Q4 2022 | $491,215 | +15.3% | 15,250 | +0.8% | 0.02% | -3.8% |
| Q3 2022 | $426,000 | -18.2% | 15,128 | -8.6% | 0.03% | -13.3% |
| Q2 2022 | $521,000 | -12.3% | 16,551 | +2.4% | 0.03% | +7.1% |
| Q1 2022 | $594,000 | -6.5% | 16,170 | -1.0% | 0.03% | -6.7% |
| Q4 2021 | $635,000 | +8.5% | 16,327 | +8.0% | 0.03% | 0.0% |
| Q3 2021 | $585,000 | +5.4% | 15,111 | +7.5% | 0.03% | +7.1% |
| Q2 2021 | $555,000 | +45.3% | 14,063 | +38.4% | 0.03% | +33.3% |
| Q1 2021 | $382,000 | +33.1% | 10,161 | +27.7% | 0.02% | +23.5% |
| Q4 2020 | $287,000 | +14.8% | 7,958 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $250,000 | – | 7,958 | – | 0.02% | – |
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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% |