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 | $6,284,504 | +4.2% | 185,056 | +9.3% | 3.48% | +0.3% |
Q2 2023 | $6,033,836 | +4.4% | 169,252 | +1.9% | 3.47% | -2.0% |
Q1 2023 | $5,778,163 | +13.8% | 166,039 | +5.3% | 3.54% | +0.9% |
Q4 2022 | $5,078,138 | +15.1% | 157,657 | +0.5% | 3.51% | +10.9% |
Q3 2022 | $4,411,000 | -9.5% | 156,810 | +1.1% | 3.16% | -5.5% |
Q2 2022 | $4,876,000 | -9.7% | 155,050 | +5.4% | 3.35% | +0.3% |
Q1 2022 | $5,402,000 | -3.3% | 147,109 | +2.4% | 3.34% | -4.4% |
Q4 2021 | $5,584,000 | – | 143,650 | – | 3.49% | – |
Download |
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% |