SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 973 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,631,114 | +95682.5% | 106,923 | +0.6% | 4.89% | -6.4% |
| Q2 2023 | $3,791 | -1.8% | 106,333 | -4.1% | 5.22% | -2.4% |
| Q1 2023 | $3,859 | +7.8% | 110,900 | -0.3% | 5.35% | -2.7% |
| Q4 2022 | $3,581 | -99.9% | 111,180 | +0.5% | 5.50% | +4.2% |
| Q3 2022 | $3,113,000 | -10.5% | 110,675 | +0.0% | 5.28% | -5.3% |
| Q2 2022 | $3,479,000 | -18.0% | 110,629 | -4.3% | 5.58% | -7.8% |
| Q1 2022 | $4,244,000 | -19.6% | 115,566 | -14.9% | 6.05% | -16.2% |
| Q4 2021 | $5,277,000 | – | 135,767 | – | 7.22% | – |
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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% |