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 | $3,363,491 | -5.7% | 99,043 | -1.0% | 0.77% | +2.5% |
| Q2 2023 | $3,564,990 | +2.5% | 100,000 | +0.1% | 0.75% | -3.7% |
| Q1 2023 | $3,477,932 | +8.3% | 99,941 | +0.2% | 0.78% | -0.3% |
| Q4 2022 | $3,211,678 | -5.5% | 99,711 | -17.5% | 0.78% | -15.6% |
| Q3 2022 | $3,399,000 | -11.0% | 120,835 | -0.5% | 0.92% | -11.2% |
| Q2 2022 | $3,821,000 | -25.5% | 121,503 | -13.0% | 1.04% | -15.3% |
| Q1 2022 | $5,128,000 | -4.1% | 139,663 | +1.5% | 1.23% | -7.9% |
| Q4 2021 | $5,350,000 | +87.1% | 137,648 | +51.2% | 1.33% | -35.6% |
| Q3 2021 | $2,859,000 | -42.4% | 91,049 | -27.6% | 2.07% | +46.3% |
| Q2 2021 | $4,960,000 | +8.0% | 125,729 | +3.0% | 1.41% | -18.9% |
| Q1 2021 | $4,591,000 | +36.3% | 122,046 | +30.5% | 1.74% | -15.8% |
| Q4 2020 | $3,368,000 | +17.8% | 93,526 | +2.7% | 2.07% | +0.1% |
| Q3 2020 | $2,859,000 | +7.7% | 91,049 | +2.0% | 2.07% | -5.4% |
| Q2 2020 | $2,655,000 | +63.9% | 89,234 | +42.4% | 2.18% | +32.7% |
| Q1 2020 | $1,620,000 | +34.0% | 62,682 | +74.3% | 1.64% | +47.7% |
| Q4 2019 | $1,209,000 | – | 35,958 | – | 1.11% | – |
Download | ||||||
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% |