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 | $1,456,035 | -3.7% | 42,875 | +1.1% | 4.66% | -15.8% |
| Q2 2023 | $1,512,487 | +8.7% | 42,426 | +6.1% | 5.54% | -2.2% |
| Q1 2023 | $1,391,756 | +10.1% | 39,993 | +1.9% | 5.66% | -7.2% |
| Q4 2022 | $1,263,792 | +27.1% | 39,236 | +11.0% | 6.10% | +9.0% |
| Q3 2022 | $994,000 | -10.6% | 35,346 | -0.1% | 5.59% | -0.6% |
| Q2 2022 | $1,112,000 | -12.2% | 35,371 | +2.6% | 5.63% | -1.4% |
| Q1 2022 | $1,266,000 | +1.1% | 34,484 | +7.0% | 5.71% | -7.4% |
| Q4 2021 | $1,252,000 | +26.5% | 32,216 | +26.0% | 6.17% | +4.7% |
| Q3 2021 | $990,000 | +8.0% | 25,573 | +10.0% | 5.89% | -14.7% |
| Q2 2021 | $917,000 | +27.2% | 23,251 | +21.4% | 6.90% | -17.7% |
| Q1 2021 | $721,000 | +48.4% | 19,156 | +41.8% | 8.38% | -22.9% |
| Q4 2020 | $486,000 | – | 13,509 | – | 10.87% | – |
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% |