SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 985 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.30 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $407,638 | +7.8% | 12,003 | +13.2% | 0.08% | +11.9% |
| Q2 2023 | $378,014 | +3.6% | 10,603 | +1.1% | 0.07% | -15.2% |
| Q1 2023 | $364,900 | +8.0% | 10,486 | 0.0% | 0.08% | +8.2% |
| Q4 2022 | $337,742 | +16.9% | 10,486 | +1.9% | 0.07% | -8.8% |
| Q3 2022 | $289,000 | +0.3% | 10,290 | +12.3% | 0.08% | +2.6% |
| Q2 2022 | $288,000 | -13.8% | 9,167 | +0.9% | 0.08% | -9.3% |
| Q1 2022 | $334,000 | – | 9,088 | – | 0.09% | – |
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% |