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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $15,630 | +85.0% | 465,050 | +91.6% | 0.39% | -6.5% |
| Q1 2023 | $8,447 | +24.9% | 242,717 | +15.6% | 0.42% | +12.1% |
| Q4 2022 | $6,762 | -99.9% | 209,933 | -7.4% | 0.37% | -2.9% |
| Q3 2022 | $6,374,000 | -13.2% | 226,593 | -2.9% | 0.38% | -3.8% |
| Q2 2022 | $7,341,000 | -15.3% | 233,420 | -1.1% | 0.40% | -11.4% |
| Q1 2022 | $8,670,000 | -15.9% | 236,127 | -10.9% | 0.45% | -11.8% |
| Q4 2021 | $10,306,000 | -4.1% | 265,145 | -4.6% | 0.51% | -19.5% |
| Q3 2021 | $10,751,000 | +24.9% | 277,794 | +27.3% | 0.63% | +19.0% |
| Q2 2021 | $8,607,000 | +26.9% | 218,168 | +21.0% | 0.53% | +3.5% |
| Q1 2021 | $6,783,000 | +22.5% | 180,293 | +17.2% | 0.51% | +12.0% |
| Q4 2020 | $5,537,000 | +29.6% | 153,769 | +13.1% | 0.46% | -22.8% |
| Q3 2020 | $4,271,000 | +94.8% | 136,015 | +84.5% | 0.59% | +73.9% |
| Q2 2020 | $2,193,000 | +21.5% | 73,738 | +5.6% | 0.34% | -1.2% |
| Q1 2020 | $1,805,000 | +467.6% | 69,849 | +586.9% | 0.34% | +315.7% |
| Q1 2019 | $318,000 | – | 10,168 | – | 0.08% | – |
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% |