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 | $6,827,797 | -1.8% | 201,054 | +3.1% | 0.15% | -2.0% |
| Q2 2023 | $6,954,926 | +301.2% | 195,089 | +291.6% | 0.15% | +261.9% |
| Q1 2023 | $1,733,527 | +10.4% | 49,814 | +7.6% | 0.04% | +7.7% |
| Q4 2022 | $1,569,558 | -3.5% | 46,286 | -20.0% | 0.04% | -66.1% |
| Q3 2022 | $1,627,000 | +16.2% | 57,839 | +29.9% | 0.12% | +22.3% |
| Q2 2022 | $1,400,000 | -64.7% | 44,520 | -58.7% | 0.09% | -63.3% |
| Q1 2022 | $3,963,000 | +6.1% | 107,926 | +12.3% | 0.26% | +2.0% |
| Q4 2021 | $3,736,000 | +0.4% | 96,124 | 0.0% | 0.25% | -9.7% |
| Q3 2021 | $3,720,000 | -2.2% | 96,124 | -0.3% | 0.28% | -2.1% |
| Q2 2021 | $3,805,000 | +4.8% | 96,454 | 0.0% | 0.28% | -3.1% |
| Q1 2021 | $3,629,000 | +4.2% | 96,454 | -0.3% | 0.29% | -5.2% |
| Q4 2020 | $3,483,000 | +14.5% | 96,724 | -0.2% | 0.31% | -3.4% |
| Q3 2020 | $3,042,000 | +5.2% | 96,871 | -0.4% | 0.32% | -9.6% |
| Q2 2020 | $2,893,000 | +10.5% | 97,236 | -4.0% | 0.35% | -4.6% |
| Q1 2020 | $2,617,000 | +34.1% | 101,276 | +74.5% | 0.37% | +91.2% |
| Q4 2019 | $1,952,000 | +5.6% | 58,035 | 0.0% | 0.19% | -0.5% |
| Q3 2019 | $1,849,000 | -0.7% | 58,035 | 0.0% | 0.20% | -2.5% |
| Q2 2019 | $1,862,000 | +2.5% | 58,035 | 0.0% | 0.20% | -3.8% |
| Q1 2019 | $1,817,000 | +10.5% | 58,035 | 0.0% | 0.21% | -3.7% |
| Q4 2018 | $1,645,000 | – | 58,035 | – | 0.22% | – |
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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% |