FIDUCIARY TRUST CO - SCHWAB STRATEGIC TR ownership

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SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 856 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.1%.

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Quarter-by-quarter ownership
FIDUCIARY TRUST CO ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$1,434,878
-4.7%
42,2520.0%0.03%
-3.7%
Q2 2023$1,506,284
+1.7%
42,252
-0.7%
0.03%0.0%
Q1 2023$1,481,436
-10.2%
42,570
-16.8%
0.03%
-15.6%
Q4 2022$1,648,927
+15.5%
51,193
+0.8%
0.03%
+3.2%
Q3 2022$1,428,000
-11.1%
50,782
-0.6%
0.03%
-8.8%
Q2 2022$1,607,000
-14.5%
51,082
-0.2%
0.03%0.0%
Q1 2022$1,880,000
-5.3%
51,184
+0.2%
0.03%
+3.0%
Q4 2021$1,985,000
+8.6%
51,082
+8.2%
0.03%0.0%
Q3 2021$1,827,000
-1.9%
47,2070.0%0.03%
-8.3%
Q2 2021$1,862,000
+4.8%
47,2070.0%0.04%0.0%
Q1 2021$1,776,000
+4.2%
47,207
-0.2%
0.04%0.0%
Q4 2020$1,704,000
-7.6%
47,307
-19.5%
0.04%
-16.3%
Q3 2020$1,845,000
-4.9%
58,753
-9.9%
0.04%
-10.4%
Q2 2020$1,941,000
+27.3%
65,214
+10.5%
0.05%
+9.1%
Q1 2020$1,525,000–59,039–0.04%–
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Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2021
NameSharesValueWeighting ↓
FINANCIAL CONSULATE, INC 1,261,994$42,857,31218.92%
Leverty Financial Group, LLC 763,759$25,940,19318.83%
Matrix Trust Co 1,973,036$67,00417.49%
ACT WEALTH MANAGEMENT, LLC 743,643$25,254,10216.95%
WEALTH MANAGEMENT RESOURCES, INC. 89,052$30,124,23614.56%
Evergreen Advisors, LLC 1,118,458$37,982,82613.70%
Koesten, Hirschmann & Crabtree, INC. 504,969$17,148,75313.44%
Paradigm, Strategies in Wealth Management, LLC 577,474$19,611,00412.50%
Riverpoint Wealth Management Holdings, LLC 1,046,418$35,536,34511.72%
Benchmark Financial Wealth Advisors, LLC 728,327$24,733,97511.62%
View complete list of SCHWAB STRATEGIC TR shareholders