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 | $449,032 | -13.0% | 13,222 | -8.7% | 0.31% | -13.7% |
| Q2 2023 | $516,264 | +10.6% | 14,481 | +8.0% | 0.36% | +6.4% |
| Q1 2023 | $466,748 | +22.5% | 13,412 | +13.4% | 0.34% | +14.8% |
| Q4 2022 | $381,003 | +13.4% | 11,829 | -1.0% | 0.30% | +8.4% |
| Q3 2022 | $336,000 | -4.3% | 11,944 | +7.1% | 0.28% | +2.2% |
| Q2 2022 | $351,000 | +29.0% | 11,147 | +50.4% | 0.27% | +49.4% |
| Q1 2022 | $272,000 | +128.6% | 7,411 | +141.4% | 0.18% | +143.2% |
| Q3 2021 | $119,000 | +38.4% | 3,070 | +40.6% | 0.07% | +42.3% |
| Q2 2021 | $86,000 | +207.1% | 2,183 | +186.1% | 0.05% | +173.7% |
| Q1 2021 | $28,000 | – | 763 | – | 0.02% | – |
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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% |