Stokes Family Office, LLC - SCHWAB STRATEGIC TR ownership

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
Stokes Family Office, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$13,180,419
+1949.8%
388,116
+1597.6%
1.55%
+1581.5%
Q3 2022$643,000
-10.6%
22,8620.0%0.09%
-6.1%
Q2 2022$719,000
-19.6%
22,862
-6.1%
0.10%
-17.6%
Q1 2022$894,00024,3500.12%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
FINANCIAL CONSULATE, INC 1,261,994$42,857,31218.92%
Leverty Financial Group, LLC 763,759$25,940,19318.83%
Matrix Trust Co 1,973,036$67,00417.49%
ACT WEALTH MANAGEMENT, LLC 743,643$25,254,10216.95%
WEALTH MANAGEMENT RESOURCES, INC. 89,052$30,124,23614.56%
Evergreen Advisors, LLC 1,118,458$37,982,82613.70%
Koesten, Hirschmann & Crabtree, INC. 504,969$17,148,75313.44%
Paradigm, Strategies in Wealth Management, LLC 577,474$19,611,00412.50%
Riverpoint Wealth Management Holdings, LLC 1,046,418$35,536,34511.72%
Benchmark Financial Wealth Advisors, LLC 728,327$24,733,97511.62%
View complete list of SCHWAB STRATEGIC TR shareholders