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 2023 | $1,163 | +11.8% | 32,630 | +9.3% | 0.13% | +3.3% |
| Q1 2023 | $1,040 | +40.2% | 29,864 | +29.7% | 0.12% | +56.4% |
| Q4 2022 | $742 | -99.9% | 23,021 | -5.3% | 0.08% | +4.0% |
| Q3 2022 | $684,000 | -23.4% | 24,307 | -14.3% | 0.08% | -37.5% |
| Q2 2022 | $893,000 | -13.3% | 28,368 | +0.8% | 0.12% | +31.9% |
| Q1 2022 | $1,030,000 | -6.5% | 28,132 | -0.5% | 0.09% | +1.1% |
| Q4 2021 | $1,102,000 | +40.9% | 28,283 | +40.0% | 0.09% | +40.6% |
| Q3 2021 | $782,000 | +72.2% | 20,200 | +74.9% | 0.06% | +12.3% |
| Q2 2021 | $454,000 | +24.4% | 11,549 | +19.6% | 0.06% | 0.0% |
| Q1 2021 | $365,000 | +24.6% | 9,653 | +17.7% | 0.06% | +21.3% |
| Q4 2020 | $293,000 | +52.6% | 8,198 | +33.6% | 0.05% | -19.0% |
| Q3 2020 | $192,000 | -12.7% | 6,135 | -11.0% | 0.06% | +18.4% |
| Q3 2019 | $220,000 | – | 6,897 | – | 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% |