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 | $185,863 | -2.9% | 5,473 | +1.9% | 0.18% | 0.0% |
| Q2 2023 | $191,441 | -2.2% | 5,370 | -4.5% | 0.18% | -12.8% |
| Q1 2023 | $195,750 | +2.4% | 5,625 | -5.2% | 0.21% | -13.5% |
| Q4 2022 | $191,134 | -24.2% | 5,934 | -33.8% | 0.24% | -28.9% |
| Q3 2022 | $252,000 | -33.9% | 8,960 | -26.1% | 0.34% | -31.0% |
| Q2 2022 | $381,000 | +63.5% | 12,128 | +91.1% | 0.50% | +68.5% |
| Q1 2022 | $233,000 | -6.4% | 6,346 | -1.1% | 0.30% | +23.9% |
| Q4 2021 | $249,000 | – | 6,418 | – | 0.24% | – |
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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% |