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 | $38,504,523 | -8.5% | 1,133,754 | -4.3% | 0.06% | -25.0% |
| Q2 2023 | $42,082,850 | +20.0% | 1,184,461 | +17.7% | 0.08% | +15.2% |
| Q1 2023 | $35,055,701 | +23.7% | 1,006,085 | +14.3% | 0.07% | +15.8% |
| Q4 2022 | $28,349,988 | -4.6% | 880,109 | -16.7% | 0.06% | -16.2% |
| Q3 2022 | $29,714,000 | -10.4% | 1,056,251 | +0.2% | 0.07% | -6.8% |
| Q2 2022 | $33,167,000 | +1.3% | 1,054,230 | +7.3% | 0.07% | +14.1% |
| Q1 2022 | $32,738,000 | -4.2% | 982,155 | +11.8% | 0.06% | -1.5% |
| Q4 2021 | $34,189,000 | +34.1% | 878,507 | +33.5% | 0.06% | +22.6% |
| Q3 2021 | $25,488,000 | +7.2% | 658,256 | +9.3% | 0.05% | +3.9% |
| Q2 2021 | $23,769,000 | +11.4% | 602,326 | +6.5% | 0.05% | 0.0% |
| Q1 2021 | $21,334,000 | +14.3% | 565,711 | +9.2% | 0.05% | +2.0% |
| Q4 2020 | $18,662,000 | +1.9% | 518,190 | -11.9% | 0.05% | -9.1% |
| Q3 2020 | $18,317,000 | +4.0% | 588,394 | -0.6% | 0.06% | -6.8% |
| Q2 2020 | $17,613,000 | +25.6% | 592,018 | -82.6% | 0.06% | +3.5% |
| Q1 2020 | $14,023,000 | – | 3,403,751 | – | 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% |