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 | $15,730,056 | -0.8% | 463,194 | +4.1% | 5.82% | +1.7% |
| Q2 2023 | $15,856,868 | -0.4% | 444,793 | -2.8% | 5.72% | -3.5% |
| Q1 2023 | $15,927,502 | +114593.6% | 457,687 | +6.2% | 5.93% | -10.0% |
| Q4 2022 | $13,887 | -99.9% | 431,141 | +5.7% | 6.59% | +23.9% |
| Q3 2022 | $11,472,000 | +2.9% | 407,836 | +31.8% | 5.32% | +7.0% |
| Q4 2020 | $11,145,000 | +13.6% | 309,498 | -1.0% | 4.97% | +1.0% |
| Q3 2020 | $9,815,000 | +22.9% | 312,567 | +1.2% | 4.92% | -13.8% |
| Q1 2020 | $7,984,000 | -18.5% | 308,977 | +5.3% | 5.71% | -1.6% |
| Q3 2019 | $9,796,000 | +8.3% | 293,518 | +4.0% | 5.80% | +0.9% |
| Q2 2019 | $9,047,000 | +28.0% | 282,293 | +13.2% | 5.75% | +7.3% |
| Q4 2018 | $7,070,000 | -14.4% | 249,376 | +1.3% | 5.36% | +2.2% |
| Q3 2018 | $8,256,000 | +7.0% | 246,220 | +5.5% | 5.24% | -3.3% |
| Q2 2018 | $7,714,000 | +3.0% | 233,419 | +3.3% | 5.42% | -1.7% |
| Q1 2018 | $7,492,000 | +10.0% | 225,859 | +13.0% | 5.52% | +7.8% |
| Q4 2017 | $6,809,000 | – | 199,861 | – | 5.12% | – |
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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% |