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 | $1,923,952 | -5.6% | 56,653 | -0.9% | 0.10% | +24.4% |
| Q2 2023 | $2,038,916 | +1.1% | 57,193 | -1.3% | 0.08% | -7.9% |
| Q1 2023 | $2,017,456 | +5.6% | 57,973 | -2.3% | 0.09% | +2.3% |
| Q4 2022 | $1,910,500 | -16.0% | 59,314 | -26.6% | 0.09% | -15.5% |
| Q3 2022 | $2,274,000 | -48.2% | 80,829 | -42.1% | 0.10% | -38.7% |
| Q2 2022 | $4,394,000 | +263.7% | 139,720 | +324.8% | 0.17% | +242.9% |
| Q1 2022 | $1,208,000 | -49.3% | 32,892 | -46.3% | 0.05% | -51.5% |
| Q4 2021 | $2,381,000 | +245.6% | 61,243 | +244.2% | 0.10% | +188.6% |
| Q3 2021 | $689,000 | +131.2% | 17,792 | +124.6% | 0.04% | +118.8% |
| Q1 2021 | $298,000 | -99.6% | 7,923 | +323.0% | 0.02% | +300.0% |
| Q4 2020 | $67,461,000 | +13867.1% | 1,873 | +12386.7% | 0.00% | – |
| Q3 2020 | $483,000 | – | 15 | – | 0.00% | – |
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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% |