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 | $19,252,274 | -5.4% | 566,910 | -0.7% | 5.68% | +1.8% |
| Q2 2023 | $20,352,840 | +0.4% | 570,907 | -2.0% | 5.58% | -5.4% |
| Q1 2023 | $20,262,857 | +7.4% | 582,266 | -0.6% | 5.90% | -3.5% |
| Q4 2022 | $18,869,359 | -1.3% | 585,823 | -13.8% | 6.11% | -11.6% |
| Q3 2022 | $19,118,000 | -5.0% | 679,643 | +6.2% | 6.91% | -7.5% |
| Q2 2022 | $20,130,000 | -15.6% | 640,065 | -1.4% | 7.48% | -3.6% |
| Q1 2022 | $23,849,000 | -3.8% | 649,480 | +1.9% | 7.76% | -1.3% |
| Q4 2021 | $24,780,000 | +7.5% | 637,508 | +7.0% | 7.86% | -0.6% |
| Q3 2021 | $23,061,000 | -12.6% | 595,887 | -10.9% | 7.91% | -18.0% |
| Q2 2021 | $26,377,000 | +28.7% | 668,608 | +22.8% | 9.64% | +10.1% |
| Q1 2021 | $20,489,000 | +12.0% | 544,639 | +7.2% | 8.76% | +3.4% |
| Q4 2020 | $18,288,000 | +16.0% | 507,872 | +1.2% | 8.48% | +1.6% |
| Q3 2020 | $15,760,000 | +8.4% | 501,920 | +2.7% | 8.34% | -1.8% |
| Q2 2020 | $14,544,000 | +18.6% | 488,875 | +3.0% | 8.49% | -21.9% |
| Q1 2020 | $12,267,000 | – | 474,716 | – | 10.87% | – |
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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% |