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 | $25,254,102 | -5.3% | 743,643 | -0.6% | 16.95% | +13.0% |
| Q2 2023 | $26,663,163 | +3.7% | 747,915 | +1.2% | 15.00% | -1.9% |
| Q1 2023 | $25,723,256 | +2.5% | 739,174 | -5.2% | 15.30% | -3.6% |
| Q4 2022 | $25,104,456 | +19.1% | 779,399 | +4.1% | 15.86% | +5.3% |
| Q3 2022 | $21,071,000 | -4.7% | 749,045 | +6.5% | 15.06% | +4.2% |
| Q2 2022 | $22,112,000 | -14.4% | 703,096 | -0.1% | 14.46% | -1.6% |
| Q1 2022 | $25,839,000 | +1.8% | 703,672 | +7.8% | 14.69% | +0.6% |
| Q4 2021 | $25,376,000 | +1.6% | 652,834 | +3.1% | 14.61% | -5.4% |
| Q3 2021 | $24,980,000 | 0.0% | 633,207 | 0.0% | 15.44% | +0.2% |
| Q2 2021 | $24,980,000 | +4.9% | 633,207 | +0.0% | 15.40% | +0.2% |
| Q1 2021 | $23,810,000 | -8.6% | 632,906 | -12.6% | 15.37% | -8.2% |
| Q4 2020 | $26,062,000 | – | 723,747 | – | 16.74% | – |
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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% |