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 | $1,319,707 | -5.2% | 38,861 | -0.4% | 0.73% | -3.3% |
| Q2 2023 | $1,391,529 | +2.3% | 39,033 | -0.1% | 0.76% | +18.1% |
| Q1 2023 | $1,359,956 | +1.2% | 39,079 | -6.3% | 0.64% | -22.5% |
| Q4 2022 | $1,343,846 | +12.3% | 41,721 | -1.9% | 0.83% | +19.5% |
| Q3 2022 | $1,197,000 | -14.6% | 42,542 | -4.5% | 0.69% | -6.2% |
| Q2 2022 | $1,402,000 | -3.6% | 44,569 | +12.5% | 0.74% | +5.1% |
| Q1 2022 | $1,455,000 | -5.6% | 39,626 | -0.1% | 0.70% | -24.5% |
| Q4 2021 | $1,542,000 | – | 39,667 | – | 0.93% | – |
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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% |