SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 973 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $88,450,650 | +113.4% | 2,604,556 | +124.0% | 0.43% | +167.1% |
| Q2 2023 | $41,444,838 | +184.4% | 1,162,541 | +177.7% | 0.16% | +373.5% |
| Q1 2023 | $14,572,731 | +45.3% | 418,696 | +38.5% | 0.03% | -46.9% |
| Q4 2022 | $10,031,232 | +145.0% | 302,222 | +107.7% | 0.06% | +30.6% |
| Q3 2022 | $4,094,000 | -20.7% | 145,540 | -11.4% | 0.05% | -14.0% |
| Q2 2022 | $5,161,000 | -8.8% | 164,277 | +1.0% | 0.06% | -35.2% |
| Q1 2022 | $5,656,000 | -5.2% | 162,651 | +6.0% | 0.09% | -3.3% |
| Q4 2021 | $5,965,000 | +241.4% | 153,465 | +240.0% | 0.09% | +139.5% |
| Q3 2021 | $1,747,000 | -1.5% | 45,134 | +0.4% | 0.04% | -2.6% |
| Q2 2021 | $1,773,000 | +3.8% | 44,948 | -1.0% | 0.04% | -4.9% |
| Q1 2021 | $1,708,000 | +30.0% | 45,414 | +24.5% | 0.04% | -2.4% |
| Q4 2020 | $1,314,000 | +44.6% | 36,471 | +25.9% | 0.04% | +13.5% |
| Q3 2020 | $909,000 | +39.4% | 28,964 | +32.2% | 0.04% | +2.8% |
| Q2 2020 | $652,000 | -36.1% | 21,916 | -44.4% | 0.04% | -43.8% |
| Q1 2020 | $1,020,000 | -25.5% | 39,428 | -3.1% | 0.06% | -8.6% |
| Q4 2019 | $1,369,000 | +9.4% | 40,708 | +3.7% | 0.07% | -4.1% |
| Q3 2019 | $1,251,000 | -38.2% | 39,242 | -37.8% | 0.07% | -43.0% |
| Q2 2019 | $2,025,000 | – | 63,108 | – | 0.13% | – |
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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% |