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 | $436,932 | +25.6% | 12,866 | +31.9% | 0.06% | +27.7% |
| Q2 2023 | $347,857 | +2.5% | 9,758 | +0.1% | 0.05% | 0.0% |
| Q1 2023 | $339,341 | -3.5% | 9,751 | -10.7% | 0.05% | -7.8% |
| Q4 2022 | $351,715 | +13.1% | 10,919 | -1.3% | 0.05% | +4.1% |
| Q3 2022 | $311,000 | -16.4% | 11,067 | -6.4% | 0.05% | -12.5% |
| Q2 2022 | $372,000 | -15.5% | 11,818 | -1.4% | 0.06% | -6.7% |
| Q1 2022 | $440,000 | -3.5% | 11,981 | +2.1% | 0.06% | -1.6% |
| Q4 2021 | $456,000 | +2.5% | 11,733 | +2.1% | 0.06% | -7.6% |
| Q3 2021 | $445,000 | -0.4% | 11,487 | +1.3% | 0.07% | -2.9% |
| Q2 2021 | $447,000 | +22.8% | 11,334 | +17.3% | 0.07% | +11.5% |
| Q1 2021 | $364,000 | +6.1% | 9,666 | +1.5% | 0.06% | -9.0% |
| Q4 2020 | $343,000 | +34.0% | 9,526 | +16.8% | 0.07% | +8.1% |
| Q3 2020 | $256,000 | – | 8,159 | – | 0.06% | – |
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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% |