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 | $696,967 | -6.5% | 20,523 | -1.9% | 0.04% | -2.8% |
| Q2 2023 | $745,439 | -22.0% | 20,910 | -23.9% | 0.04% | -39.0% |
| Q1 2023 | $956,205 | -8.0% | 27,477 | -14.8% | 0.06% | -20.3% |
| Q4 2022 | $1,039,306 | -10.0% | 32,267 | -21.4% | 0.07% | -22.1% |
| Q3 2022 | $1,155,000 | -18.9% | 41,063 | -9.3% | 0.10% | -20.2% |
| Q2 2022 | $1,424,000 | -8.4% | 45,280 | +7.0% | 0.12% | +8.2% |
| Q1 2022 | $1,554,000 | -31.2% | 42,324 | +27.5% | 0.11% | -34.9% |
| Q4 2021 | $2,258,000 | +503.7% | 33,201 | +234.2% | 0.17% | +134.7% |
| Q1 2021 | $374,000 | +9.4% | 9,934 | +4.7% | 0.07% | -22.6% |
| Q4 2020 | $342,000 | +140.8% | 9,489 | +99.3% | 0.09% | +19.2% |
| Q2 2020 | $142,000 | -38.3% | 4,762 | -46.6% | 0.08% | -66.9% |
| Q1 2020 | $230,000 | -91.1% | 8,914 | -88.3% | 0.24% | -89.7% |
| Q4 2019 | $2,586,000 | +13.9% | 76,406 | +7.2% | 2.28% | -4.1% |
| Q3 2019 | $2,271,000 | +12.9% | 71,283 | +13.8% | 2.38% | +3.1% |
| Q2 2019 | $2,011,000 | +7.7% | 62,662 | +5.1% | 2.31% | -6.2% |
| Q1 2019 | $1,867,000 | -68.4% | 59,619 | -69.3% | 2.46% | -54.7% |
| Q4 2018 | $5,899,000 | – | 194,108 | – | 5.44% | – |
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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% |