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 | $3,948,589 | -4.6% | 116,272 | +0.1% | 0.76% | -4.2% |
| Q2 2023 | $4,139,307 | -1.0% | 116,110 | -3.4% | 0.79% | -10.9% |
| Q1 2023 | $4,181,797 | +5.7% | 120,167 | -2.2% | 0.89% | -1.8% |
| Q4 2022 | $3,956,628 | +17.1% | 122,839 | +2.2% | 0.90% | -1.5% |
| Q3 2022 | $3,380,000 | -3.2% | 120,143 | +8.2% | 0.92% | -8.6% |
| Q2 2022 | $3,491,000 | -9.1% | 110,992 | +6.1% | 1.00% | -9.5% |
| Q1 2022 | $3,840,000 | -2.4% | 104,576 | +3.3% | 1.11% | -1.7% |
| Q4 2021 | $3,933,000 | +7.5% | 101,190 | +7.0% | 1.13% | -4.3% |
| Q3 2021 | $3,659,000 | +2.8% | 94,555 | +4.8% | 1.18% | -1.6% |
| Q2 2021 | $3,558,000 | +7.8% | 90,193 | +2.8% | 1.20% | -7.3% |
| Q1 2021 | $3,302,000 | +8.7% | 87,772 | +4.0% | 1.29% | -2.3% |
| Q4 2020 | $3,038,000 | +8.0% | 84,375 | +1.4% | 1.32% | -0.5% |
| Q3 2020 | $2,814,000 | +23.9% | 83,194 | +9.0% | 1.33% | +2.4% |
| Q2 2020 | $2,271,000 | -2.5% | 76,349 | -15.3% | 1.30% | -36.8% |
| Q1 2020 | $2,329,000 | – | 90,133 | – | 2.06% | – |
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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% |