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 | $3,067,390 | +1.8% | 90,324 | +6.9% | 1.38% | -4.4% |
Q2 2023 | $3,013,525 | -3.4% | 84,531 | -5.7% | 1.44% | -2.7% |
Q1 2023 | $3,120,774 | +1.7% | 89,677 | -5.9% | 1.48% | +5.6% |
Q4 2022 | $3,070,000 | +61.4% | 95,298 | +41.0% | 1.40% | +20.3% |
Q3 2022 | $1,902,000 | -25.6% | 67,600 | -16.8% | 1.16% | -25.8% |
Q2 2022 | $2,556,000 | +14.1% | 81,283 | +33.2% | 1.57% | +12.7% |
Q1 2022 | $2,241,000 | – | 61,031 | – | 1.39% | – |
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% |