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 | $231,166 | -4.7% | 6,807 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $242,670 | +2.4% | 6,807 | 0.0% | 0.03% | -3.4% |
| Q1 2023 | $236,884 | +8.0% | 6,807 | 0.0% | 0.03% | +16.0% |
| Q4 2022 | $219,253 | -81.8% | 6,807 | -84.1% | 0.02% | -84.8% |
| Q3 2022 | $1,206,000 | -10.5% | 42,859 | 0.0% | 0.16% | -4.6% |
| Q2 2022 | $1,348,000 | -14.4% | 42,859 | 0.0% | 0.17% | -4.4% |
| Q1 2022 | $1,574,000 | -1.6% | 42,859 | +4.2% | 0.18% | +1.1% |
| Q4 2021 | $1,599,000 | +0.4% | 41,137 | 0.0% | 0.18% | -7.7% |
| Q3 2021 | $1,592,000 | -1.9% | 41,137 | 0.0% | 0.19% | +1.6% |
| Q2 2021 | $1,623,000 | +4.8% | 41,137 | 0.0% | 0.19% | -4.0% |
| Q1 2021 | $1,548,000 | +9.9% | 41,137 | +5.1% | 0.20% | +3.6% |
| Q4 2020 | $1,409,000 | +36.0% | 39,130 | +18.6% | 0.19% | +23.1% |
| Q3 2020 | $1,036,000 | +5.5% | 32,995 | 0.0% | 0.16% | -0.6% |
| Q2 2020 | $982,000 | +15.1% | 32,995 | 0.0% | 0.16% | +0.6% |
| Q1 2020 | $853,000 | -23.2% | 32,995 | 0.0% | 0.16% | -3.7% |
| Q4 2019 | $1,110,000 | +5.6% | 32,995 | 0.0% | 0.16% | +1.2% |
| Q3 2019 | $1,051,000 | -0.8% | 32,995 | 0.0% | 0.16% | -2.4% |
| Q2 2019 | $1,059,000 | +2.5% | 32,995 | 0.0% | 0.16% | 0.0% |
| Q1 2019 | $1,033,000 | +10.5% | 32,995 | 0.0% | 0.16% | +19.7% |
| Q4 2018 | $935,000 | -15.5% | 32,995 | 0.0% | 0.14% | -6.2% |
| Q3 2018 | $1,106,000 | – | 32,995 | – | 0.15% | – |
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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% |