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 | $4,940,583 | -10.2% | 145,482 | -5.7% | 2.12% | -2.9% |
| Q2 2023 | $5,498,707 | +0.1% | 154,241 | -2.3% | 2.18% | -5.6% |
| Q1 2023 | $5,495,420 | +6.1% | 157,914 | -1.8% | 2.31% | -1.6% |
| Q4 2022 | $5,177,834 | +52.6% | 160,752 | +33.3% | 2.34% | +38.0% |
| Q3 2022 | $3,393,000 | -12.2% | 120,635 | -1.8% | 1.70% | -7.3% |
| Q2 2022 | $3,863,000 | -28.5% | 122,835 | -16.5% | 1.83% | -20.9% |
| Q1 2022 | $5,403,000 | +40.4% | 147,143 | +48.7% | 2.32% | +15.8% |
| Q4 2021 | $3,847,000 | -0.3% | 98,979 | -0.7% | 2.00% | -8.1% |
| Q3 2021 | $3,858,000 | -7.4% | 99,685 | -5.7% | 2.18% | -4.7% |
| Q2 2021 | $4,168,000 | +12.5% | 105,655 | +7.3% | 2.28% | -2.4% |
| Q1 2021 | $3,704,000 | +4.4% | 98,451 | -0.1% | 2.34% | -1.7% |
| Q4 2020 | $3,549,000 | +14.2% | 98,563 | -0.4% | 2.38% | -2.7% |
| Q3 2020 | $3,107,000 | +2.0% | 98,946 | -3.4% | 2.45% | -7.0% |
| Q2 2020 | $3,046,000 | -20.0% | 102,376 | -30.5% | 2.63% | -30.7% |
| Q1 2020 | $3,807,000 | +176.1% | 147,329 | +259.4% | 3.80% | +211.9% |
| Q4 2019 | $1,379,000 | – | 40,993 | – | 1.22% | – |
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% |