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 | $45,636,973 | -3.5% | 1,343,845 | +1.3% | 1.41% | -2.1% |
| Q2 2023 | $47,273,924 | -34.0% | 1,326,057 | -35.6% | 1.44% | -38.1% |
| Q1 2023 | $71,678,692 | +29.4% | 2,059,733 | +19.7% | 2.32% | +22.1% |
| Q4 2022 | $55,405,683 | +1992.4% | 1,720,139 | +1727.4% | 1.90% | +1433.1% |
| Q3 2022 | $2,648,000 | -9.5% | 94,132 | +1.2% | 0.12% | -10.1% |
| Q2 2022 | $2,926,000 | -4.9% | 93,040 | +11.0% | 0.14% | +5.3% |
| Q1 2022 | $3,077,000 | -4.5% | 83,807 | +1.1% | 0.13% | +4.0% |
| Q4 2021 | $3,223,000 | +12.7% | 82,918 | +12.2% | 0.13% | -8.7% |
| Q3 2021 | $2,860,000 | +1.9% | 73,893 | +3.9% | 0.14% | -7.4% |
| Q2 2021 | $2,807,000 | +10.4% | 71,152 | +5.2% | 0.15% | +2.8% |
| Q1 2021 | $2,543,000 | +14.4% | 67,610 | +9.5% | 0.14% | +6.6% |
| Q4 2020 | $2,223,000 | +13.1% | 61,743 | -1.3% | 0.14% | -0.7% |
| Q3 2020 | $1,965,000 | +868.0% | 62,567 | +935.0% | 0.14% | +661.1% |
| Q3 2018 | $203,000 | – | 6,045 | – | 0.02% | – |
Download | ||||||
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% |