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 | $350,628 | +5.8% | 10,325 | +11.1% | 0.02% | +5.9% |
| Q2 2023 | $331,270 | -14.6% | 9,292 | -16.6% | 0.02% | -22.7% |
| Q1 2023 | $387,745 | +2.7% | 11,142 | -5.0% | 0.02% | -8.3% |
| Q4 2022 | $377,634 | -6.1% | 11,724 | -18.0% | 0.02% | -22.6% |
| Q3 2022 | $402,000 | +83.6% | 14,300 | +105.6% | 0.03% | +63.2% |
| Q2 2022 | $219,000 | -13.8% | 6,955 | +0.5% | 0.02% | 0.0% |
| Q1 2022 | $254,000 | -8.0% | 6,919 | -2.6% | 0.02% | -5.0% |
| Q4 2021 | $276,000 | +1.5% | 7,107 | +1.3% | 0.02% | -9.1% |
| Q3 2021 | $272,000 | -29.2% | 7,017 | -27.9% | 0.02% | -8.3% |
| Q2 2021 | $384,000 | +67.7% | 9,738 | +59.8% | 0.02% | +50.0% |
| Q1 2021 | $229,000 | +2.2% | 6,092 | -1.9% | 0.02% | -15.8% |
| Q4 2020 | $224,000 | -20.8% | 6,210 | -26.2% | 0.02% | -44.1% |
| Q4 2019 | $283,000 | – | 8,419 | +76436.4% | 0.03% | – |
| Q4 2016 | $0 | – | 11 | – | 0.00% | – |
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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% |