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 | $770,568 | -5.7% | 22,690 | -1.0% | 0.50% | -2.9% |
| Q2 2023 | $816,937 | +1.1% | 22,915 | -1.3% | 0.51% | +1.6% |
| Q1 2023 | $808,011 | +8.5% | 23,219 | +0.4% | 0.50% | +7.5% |
| Q4 2022 | $744,783 | +12.3% | 23,123 | -1.8% | 0.47% | +1.3% |
| Q3 2022 | $663,000 | -10.5% | 23,558 | 0.0% | 0.46% | -4.0% |
| Q2 2022 | $741,000 | -17.0% | 23,558 | -3.2% | 0.48% | 0.0% |
| Q1 2022 | $893,000 | -5.7% | 24,326 | -0.1% | 0.48% | -5.0% |
| Q4 2021 | $947,000 | +15.1% | 24,359 | +14.5% | 0.50% | +6.1% |
| Q3 2021 | $823,000 | +6.3% | 21,269 | +8.4% | 0.48% | +10.2% |
| Q2 2021 | $774,000 | +9.2% | 19,623 | +4.1% | 0.43% | +4.6% |
| Q1 2021 | $709,000 | +46.5% | 18,856 | +40.3% | 0.41% | +28.3% |
| Q4 2020 | $484,000 | +20.4% | 13,442 | +4.9% | 0.32% | +9.5% |
| Q3 2020 | $402,000 | +2.8% | 12,812 | -2.6% | 0.29% | +2.1% |
| Q2 2020 | $391,000 | +18.8% | 13,153 | +3.3% | 0.29% | -1.0% |
| Q1 2020 | $329,000 | -24.7% | 12,729 | -2.1% | 0.29% | 0.0% |
| Q4 2019 | $437,000 | +35.7% | 13,000 | +28.8% | 0.29% | +27.6% |
| Q3 2019 | $322,000 | +5.6% | 10,094 | +6.4% | 0.23% | +5.1% |
| Q2 2019 | $305,000 | +33.8% | 9,489 | +30.3% | 0.22% | +38.2% |
| Q1 2019 | $228,000 | – | 7,283 | – | 0.16% | – |
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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% |