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 | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $897,000,000 | -21.0% | 33,094 | -19.7% | 0.00% | -20.0% |
| Q4 2015 | $1,135,000,000 | +108616.5% | 41,200 | +8.0% | 0.01% | 0.0% |
| Q3 2015 | $1,044,000 | -99.9% | 38,142 | -16.7% | 0.01% | -16.7% |
| Q2 2015 | $1,395,089,000 | +5.7% | 45,785 | +4.8% | 0.01% | +20.0% |
| Q1 2015 | $1,320,302,000 | +2.7% | 43,675 | -1.8% | 0.01% | -16.7% |
| Q4 2014 | $1,285,312,000 | +9.9% | 44,459 | +17.9% | 0.01% | +20.0% |
| Q3 2014 | $1,169,945,000 | +2.9% | 37,715 | +9.4% | 0.01% | 0.0% |
| Q2 2014 | $1,136,833,000 | +27.9% | 34,470 | +22.1% | 0.01% | +25.0% |
| Q1 2014 | $889,120,000 | +13.5% | 28,226 | +13.6% | 0.00% | 0.0% |
| Q4 2013 | $783,615,000 | +22.1% | 24,853 | +17.7% | 0.00% | +33.3% |
| Q3 2013 | $641,837,000 | +86.2% | 21,120 | +66.9% | 0.00% | +50.0% |
| Q2 2013 | $344,640,000 | – | 12,652 | – | 0.00% | – |
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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% |