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 | $91,226 | +21.0% | 2,686 | +27.1% | 0.02% | +23.1% |
Q2 2023 | $75,374 | +3.0% | 2,114 | +0.6% | 0.01% | 0.0% |
Q1 2023 | $73,166 | +8.6% | 2,102 | +0.5% | 0.01% | 0.0% |
Q4 2022 | $67,366 | -20.7% | 2,091 | -31.2% | 0.01% | -18.8% |
Q3 2022 | $85,000 | +6.2% | 3,038 | +19.6% | 0.02% | +6.7% |
Q2 2022 | $80,000 | +220.0% | 2,541 | +266.7% | 0.02% | +36.4% |
Q1 2022 | $25,000 | -7.4% | 693 | 0.0% | 0.01% | -8.3% |
Q4 2021 | $27,000 | – | 693 | – | 0.01% | – |
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% |