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 | $394,106 | +2.8% | 11,605 | +8.0% | 0.42% | +7.9% |
| Q2 2023 | $383,238 | +2.4% | 10,750 | 0.0% | 0.39% | -1.3% |
| Q1 2023 | $374,100 | +8.0% | 10,750 | 0.0% | 0.40% | +10.8% |
| Q4 2022 | $346,258 | -92.2% | 10,750 | -93.2% | 0.36% | -92.3% |
| Q3 2022 | $4,440,000 | -10.1% | 157,851 | +0.5% | 4.66% | -5.0% |
| Q2 2022 | $4,939,000 | -13.1% | 157,034 | +1.4% | 4.91% | -2.3% |
| Q1 2022 | $5,685,000 | -41.2% | 154,809 | -37.7% | 5.02% | -35.4% |
| Q4 2021 | $9,665,000 | +4.0% | 248,643 | +3.5% | 7.78% | +3.5% |
| Q3 2021 | $9,295,000 | -2.6% | 240,172 | -0.8% | 7.52% | -2.4% |
| Q2 2021 | $9,546,000 | +5.1% | 241,989 | +0.2% | 7.71% | -2.7% |
| Q1 2021 | $9,084,000 | – | 241,463 | – | 7.92% | – |
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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% |