SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 666 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 6.47 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $798 | +81.0% | 23,507 | +90.0% | 0.01% | +100.0% |
| Q2 2023 | $441 | -77.3% | 12,371 | -77.9% | 0.00% | -83.3% |
| Q1 2023 | $1,946 | -39.3% | 55,937 | -43.8% | 0.02% | -46.7% |
| Q4 2022 | $3,206 | -99.8% | 99,541 | +166.5% | 0.04% | +462.5% |
| Q4 2021 | $1,451,000 | +113.7% | 37,351 | +112.8% | 0.01% | +100.0% |
| Q3 2021 | $679,000 | +26.7% | 17,552 | +17.9% | 0.00% | -63.6% |
| Q4 2020 | $536,000 | -31.2% | 14,891 | -38.7% | 0.01% | -77.6% |
| Q2 2019 | $779,000 | +105.5% | 24,299 | +114.4% | 0.05% | -89.6% |
| Q3 2017 | $379,000 | +16.3% | 11,334 | -3.8% | 0.47% | +13.0% |
| Q4 2016 | $326,000 | – | 11,786 | – | 0.42% | – |
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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% |