SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 22 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $3,174,370 | +15.1% | 85,887 | +5.7% | 1.53% | +4.8% |
| Q3 2023 | $2,758,341 | -7.0% | 81,223 | -2.4% | 1.46% | -3.7% |
| Q2 2023 | $2,966,480 | +1.0% | 83,211 | -1.4% | 1.51% | -1.4% |
| Q1 2023 | $2,937,259 | +8.1% | 84,404 | +0.1% | 1.54% | +0.6% |
| Q4 2022 | $2,716,398 | +26.0% | 84,334 | +10.0% | 1.53% | +20.3% |
| Q3 2022 | $2,156,000 | -13.9% | 76,646 | -3.8% | 1.27% | -8.4% |
| Q2 2022 | $2,505,000 | -6.8% | 79,643 | +8.8% | 1.38% | +4.6% |
| Q1 2022 | $2,688,000 | -8.2% | 73,193 | -2.8% | 1.32% | -0.6% |
| Q4 2021 | $2,928,000 | +11.9% | 75,336 | +11.4% | 1.33% | +5.4% |
| Q3 2021 | $2,617,000 | -6.0% | 67,610 | -4.2% | 1.26% | -8.3% |
| Q2 2021 | $2,783,000 | +5.5% | 70,548 | +0.6% | 1.38% | -2.2% |
| Q1 2021 | $2,638,000 | – | 70,115 | – | 1.41% | – |
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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% |