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 | $1,244,023 | -71.0% | 36,632 | -69.5% | 0.49% | -70.7% |
| Q2 2023 | $4,288,588 | -41.6% | 120,297 | -42.9% | 1.67% | -44.9% |
| Q1 2023 | $7,337,684 | +6.9% | 210,853 | -1.0% | 3.03% | -0.5% |
| Q4 2022 | $6,860,923 | +69.9% | 213,006 | +104.1% | 3.05% | +85.0% |
| Q3 2021 | $4,038,000 | +108.9% | 104,352 | +113.0% | 1.65% | +100.5% |
| Q2 2021 | $1,933,000 | -40.8% | 48,989 | -43.6% | 0.82% | -43.0% |
| Q1 2021 | $3,267,000 | +32.2% | 86,852 | +26.5% | 1.44% | +24.5% |
| Q4 2020 | $2,472,000 | – | 68,654 | – | 1.16% | – |
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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% |