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 | $9,286,717 | -8.3% | 273,460 | -3.7% | 1.07% | -7.1% |
| Q2 2023 | $10,125,116 | +0.8% | 284,014 | -1.6% | 1.15% | -5.0% |
| Q1 2023 | $10,044,870 | +5.1% | 288,646 | -2.7% | 1.21% | -4.1% |
| Q4 2022 | $9,558,186 | +11.2% | 296,746 | -2.9% | 1.26% | -0.1% |
| Q3 2022 | $8,595,000 | -13.1% | 305,531 | -2.9% | 1.26% | -12.7% |
| Q2 2022 | $9,894,000 | -15.4% | 314,585 | -1.2% | 1.44% | -2.8% |
| Q1 2022 | $11,695,000 | -4.2% | 318,503 | +1.4% | 1.49% | -8.2% |
| Q4 2021 | $12,211,000 | +2.4% | 314,151 | +2.0% | 1.62% | -24.7% |
| Q3 2021 | $11,924,000 | -1.2% | 308,125 | +0.7% | 2.15% | -1.6% |
| Q2 2021 | $12,071,000 | +3.8% | 305,990 | -1.0% | 2.18% | -13.7% |
| Q1 2021 | $11,624,000 | +208.4% | 308,998 | +195.3% | 2.53% | +284.7% |
| Q4 2020 | $3,769,000 | – | 104,652 | – | 0.66% | – |
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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% |