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 | $850,141 | -0.8% | 25,034 | +4.1% | 0.66% | +6.5% |
| Q2 2023 | $857,190 | +14.0% | 24,045 | +11.3% | 0.62% | +9.6% |
| Q1 2023 | $751,784 | +37.6% | 21,603 | +27.4% | 0.56% | +26.2% |
| Q4 2022 | $546,378 | +37.6% | 16,963 | +20.2% | 0.45% | +26.3% |
| Q3 2022 | $397,000 | -20.8% | 14,107 | -11.5% | 0.35% | -14.9% |
| Q2 2022 | $501,000 | -11.6% | 15,933 | +3.3% | 0.42% | +4.8% |
| Q1 2022 | $567,000 | +2.0% | 15,431 | +7.9% | 0.40% | +7.6% |
| Q4 2021 | $556,000 | +19.1% | 14,295 | +18.4% | 0.37% | +8.8% |
| Q3 2021 | $467,000 | +10.9% | 12,074 | +13.0% | 0.34% | +11.9% |
| Q2 2021 | $421,000 | +16.6% | 10,683 | +11.5% | 0.30% | +8.2% |
| Q1 2021 | $361,000 | +6.5% | 9,584 | +1.8% | 0.28% | +2.6% |
| Q4 2020 | $339,000 | +28.4% | 9,415 | +11.9% | 0.27% | +13.8% |
| Q3 2020 | $264,000 | +26.9% | 8,414 | +20.2% | 0.24% | +16.5% |
| Q2 2020 | $208,000 | – | 7,000 | – | 0.21% | – |
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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% |