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 | $1,868,297 | -3.3% | 55,015 | +1.5% | 1.06% | +6.7% |
| Q2 2023 | $1,932,213 | +8.8% | 54,200 | +6.2% | 0.99% | +5.2% |
| Q1 2023 | $1,776,679 | -1.9% | 51,054 | -9.2% | 0.94% | -1.6% |
| Q4 2022 | $1,810,395 | +16.4% | 56,206 | +1.7% | 0.96% | +1.7% |
| Q3 2022 | $1,555,000 | -11.0% | 55,273 | -0.5% | 0.94% | -2.1% |
| Q2 2022 | $1,748,000 | -12.9% | 55,578 | +1.7% | 0.96% | +6.1% |
| Q1 2022 | $2,006,000 | +5.5% | 54,634 | +11.7% | 0.90% | +1.5% |
| Q4 2021 | $1,902,000 | +22.8% | 48,931 | +22.3% | 0.89% | +6.3% |
| Q3 2021 | $1,549,000 | -1.1% | 40,016 | +0.8% | 0.84% | +2.4% |
| Q2 2021 | $1,566,000 | +8.0% | 39,684 | +2.9% | 0.82% | -3.5% |
| Q1 2021 | $1,450,000 | +28.2% | 38,554 | +22.7% | 0.85% | +16.5% |
| Q4 2020 | $1,131,000 | +21.5% | 31,410 | +6.0% | 0.73% | +5.2% |
| Q3 2020 | $931,000 | +11.2% | 29,639 | +5.3% | 0.69% | -7.2% |
| Q2 2020 | $837,000 | -8.8% | 28,139 | +2.9% | 0.75% | -19.0% |
| Q4 2019 | $918,000 | – | 27,348 | – | 0.92% | – |
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% |