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 | $562,819 | -6.7% | 16,573 | -2.1% | 0.01% | -11.1% |
| Q2 2023 | $603,448 | +4.8% | 16,927 | +2.3% | 0.01% | 0.0% |
| Q1 2023 | $575,836 | -22.1% | 16,547 | -27.9% | 0.01% | -30.8% |
| Q4 2022 | $738,865 | +35.8% | 22,939 | +18.7% | 0.01% | +18.2% |
| Q3 2022 | $544,000 | -28.8% | 19,330 | -20.4% | 0.01% | -26.7% |
| Q2 2022 | $764,000 | +242.6% | 24,298 | +224.8% | 0.02% | +150.0% |
| Q2 2020 | $223,000 | +5.2% | 7,482 | -8.8% | 0.01% | -25.0% |
| Q1 2020 | $212,000 | -77.8% | 8,206 | -71.0% | 0.01% | -71.4% |
| Q4 2019 | $953,000 | – | 28,326 | – | 0.03% | – |
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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% |