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 | $1,078,707 | -6.6% | 31,764 | -1.9% | 1.10% | -17.7% |
| Q2 2023 | $1,154,776 | -11.7% | 32,392 | -13.8% | 1.34% | -17.7% |
| Q1 2023 | $1,307,640 | -2.5% | 37,576 | -9.7% | 1.63% | +4.2% |
| Q4 2022 | $1,340,825 | +0.2% | 41,628 | -12.5% | 1.56% | -20.7% |
| Q3 2022 | $1,338,000 | -88.2% | 47,569 | -86.8% | 1.97% | -82.2% |
| Q2 2022 | $11,344,000 | -13.5% | 360,691 | +1.0% | 11.03% | +0.5% |
| Q1 2022 | $13,116,000 | -99.9% | 357,198 | +3.2% | 10.97% | -16.1% |
| Q4 2021 | $13,464,000,000 | – | 345,967 | – | 13.07% | – |
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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% |