SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 532 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,866,737 | -4.7% | 172,754 | +0.1% | 0.43% | +79.7% |
| Q2 2023 | $6,155,306 | +3.0% | 172,659 | +0.6% | 0.24% | -55.2% |
| Q1 2023 | $5,974,194 | +8.4% | 171,672 | +0.3% | 0.54% | -9.3% |
| Q4 2022 | $5,512,556 | +416.2% | 171,144 | +350.7% | 0.59% | +1086.0% |
| Q3 2022 | $1,068,000 | +385.5% | 37,973 | +442.1% | 0.05% | +400.0% |
| Q2 2022 | $220,000 | -23.9% | 7,005 | -19.9% | 0.01% | -90.6% |
| Q2 2018 | $289,000 | -1.7% | 8,748 | +0.5% | 0.11% | -7.8% |
| Q1 2018 | $294,000 | -1.0% | 8,708 | 0.0% | 0.12% | -1.7% |
| Q4 2017 | $297,000 | – | 8,708 | – | 0.12% | – |
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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% |