SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 973 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $334,710 | -4.7% | 9,856 | 0.0% | 0.01% | -7.7% |
| Q2 2023 | $351,366 | +2.4% | 9,856 | 0.0% | 0.01% | -7.1% |
| Q1 2023 | $342,989 | +7.4% | 9,856 | -0.6% | 0.01% | 0.0% |
| Q4 2022 | $319,233 | +15.2% | 9,911 | +0.6% | 0.01% | -6.7% |
| Q3 2022 | $277,000 | -21.1% | 9,856 | -11.7% | 0.02% | -31.8% |
| Q2 2022 | $351,000 | -50.4% | 11,162 | -42.1% | 0.02% | -61.4% |
| Q1 2022 | $708,000 | +156.5% | 19,277 | +172.1% | 0.06% | +216.7% |
| Q4 2021 | $276,000 | +15.0% | 7,085 | +2.2% | 0.02% | -56.1% |
| Q1 2018 | $240,000 | +42.0% | 6,935 | +48.4% | 0.04% | +95.2% |
| Q4 2017 | $169,000 | – | 4,673 | – | 0.02% | – |
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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% |