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 | $3,741,205 | -7.0% | 110,165 | -2.4% | 3.45% | -3.2% |
| Q2 2023 | $4,022,961 | -0.5% | 112,846 | -2.9% | 3.56% | -3.6% |
| Q1 2023 | $4,042,998 | +3.5% | 116,178 | -4.2% | 3.69% | -2.4% |
| Q4 2022 | $3,904,564 | +18.2% | 121,222 | +3.3% | 3.78% | +10.0% |
| Q3 2022 | $3,302,000 | -5.9% | 117,381 | +5.2% | 3.44% | +1.7% |
| Q2 2022 | $3,510,000 | -31.2% | 111,619 | -19.6% | 3.38% | -20.3% |
| Q1 2022 | $5,099,000 | -1.8% | 138,855 | +3.9% | 4.24% | +13.6% |
| Q4 2021 | $5,195,000 | +3.3% | 133,651 | +2.8% | 3.73% | +1.4% |
| Q3 2021 | $5,029,000 | -0.3% | 129,961 | +1.7% | 3.68% | +1.2% |
| Q2 2021 | $5,043,000 | +2.9% | 127,837 | -1.9% | 3.64% | -0.5% |
| Q1 2021 | $4,903,000 | +8.9% | 130,327 | +4.2% | 3.66% | -7.3% |
| Q4 2020 | $4,504,000 | +18.3% | 125,089 | +3.1% | 3.95% | -0.4% |
| Q3 2020 | $3,808,000 | +3.6% | 121,283 | -1.8% | 3.96% | -3.2% |
| Q2 2020 | $3,674,000 | +73.5% | 123,487 | +50.7% | 4.09% | +45.8% |
| Q1 2020 | $2,118,000 | -75.3% | 81,958 | -67.9% | 2.80% | -66.4% |
| Q4 2019 | $8,580,000 | – | 255,125 | – | 8.34% | – |
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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% |