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 | $451,260 | -4.7% | 13,288 | 0.0% | 0.36% | -2.2% |
| Q2 2023 | $473,717 | +2.4% | 13,288 | 0.0% | 0.37% | -5.8% |
| Q1 2023 | $462,422 | +8.0% | 13,288 | 0.0% | 0.40% | 0.0% |
| Q4 2022 | $428,006 | +14.4% | 13,288 | 0.0% | 0.40% | -30.5% |
| Q3 2022 | $374,000 | -10.5% | 13,288 | 0.0% | 0.57% | +5.8% |
| Q2 2022 | $418,000 | -14.3% | 13,288 | 0.0% | 0.54% | +6.3% |
| Q1 2022 | $488,000 | -5.6% | 13,288 | 0.0% | 0.50% | +12.0% |
| Q4 2021 | $517,000 | – | 13,288 | – | 0.45% | – |
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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% |