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 | $723,385 | -3.1% | 21,301 | +1.7% | 0.43% | -0.7% |
| Q2 2023 | $746,764 | +4.0% | 20,947 | +1.5% | 0.43% | -2.5% |
| Q1 2023 | $717,984 | -47.3% | 20,631 | -51.2% | 0.44% | -52.3% |
| Q4 2022 | $1,362,184 | +13.0% | 42,290 | -1.3% | 0.93% | +12.0% |
| Q3 2022 | $1,206,000 | -5.8% | 42,859 | +5.3% | 0.83% | -9.0% |
| Q2 2022 | $1,280,000 | -10.2% | 40,705 | +4.9% | 0.91% | +0.9% |
| Q1 2022 | $1,425,000 | -1.9% | 38,809 | +3.9% | 0.90% | +1.5% |
| Q4 2021 | $1,452,000 | +4.6% | 37,358 | +4.2% | 0.89% | -2.2% |
| Q3 2021 | $1,388,000 | +5.6% | 35,868 | +7.6% | 0.91% | +12.6% |
| Q2 2021 | $1,315,000 | +3.8% | 33,329 | -1.0% | 0.81% | -1.2% |
| Q1 2021 | $1,267,000 | +11.3% | 33,670 | +6.5% | 0.82% | +5.3% |
| Q4 2020 | $1,138,000 | +30.7% | 31,613 | +14.0% | 0.78% | +10.8% |
| Q3 2020 | $871,000 | +2.8% | 27,723 | -2.6% | 0.70% | 0.0% |
| Q2 2020 | $847,000 | +2.2% | 28,475 | +15.5% | 0.70% | -17.9% |
| Q4 2019 | $829,000 | – | 24,654 | – | 0.86% | – |
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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% |