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 | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $276,000 | +15.5% | 9,282 | +0.4% | 0.05% | -1.9% |
| Q1 2020 | $239,000 | -31.1% | 9,249 | -10.3% | 0.05% | -14.8% |
| Q4 2019 | $347,000 | -55.3% | 10,312 | -57.6% | 0.06% | -59.1% |
| Q3 2019 | $776,000 | +257.6% | 24,345 | +259.6% | 0.15% | +238.6% |
| Q2 2019 | $217,000 | +2.4% | 6,770 | +7.2% | 0.04% | -6.4% |
| Q3 2018 | $212,000 | +1.4% | 6,314 | 0.0% | 0.05% | -4.1% |
| Q2 2018 | $209,000 | -0.5% | 6,314 | +1.4% | 0.05% | -5.8% |
| Q1 2018 | $210,000 | +1.0% | 6,224 | +2.1% | 0.05% | 0.0% |
| Q4 2017 | $208,000 | – | 6,097 | – | 0.05% | – |
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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% |