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 | $1,208,754 | +104.0% | 35,593 | +114.1% | 0.00% | – |
| Q2 2023 | $592,594 | -53.4% | 16,622 | -54.5% | 0.00% | -100.0% |
| Q1 2023 | $1,270,359 | +256.8% | 36,504 | +188.3% | 0.00% | – |
| Q3 2022 | $356,000 | +35.4% | 12,660 | +51.3% | 0.00% | – |
| Q2 2022 | $263,000 | -62.6% | 8,369 | -56.3% | 0.00% | – |
| Q1 2022 | $704,000 | -33.0% | 19,165 | -29.1% | 0.00% | -100.0% |
| Q4 2021 | $1,051,000 | +55.2% | 27,030 | +54.4% | 0.00% | – |
| Q3 2021 | $677,000 | -34.3% | 17,504 | -33.0% | 0.00% | -100.0% |
| Q2 2021 | $1,030,000 | +208.4% | 26,119 | +194.4% | 0.00% | – |
| Q1 2021 | $334,000 | -37.9% | 8,873 | -40.6% | 0.00% | – |
| Q4 2020 | $538,000 | +131.9% | 14,938 | +102.5% | 0.00% | – |
| Q3 2020 | $232,000 | -63.2% | 7,377 | -65.2% | 0.00% | -100.0% |
| Q2 2020 | $631,000 | +15.6% | 21,220 | +21.7% | 0.00% | – |
| Q1 2019 | $546,000 | +96.4% | 17,443 | +107.1% | 0.00% | – |
| Q2 2018 | $278,000 | -22.3% | 8,422 | -20.8% | 0.00% | – |
| Q1 2018 | $358,000 | – | 10,632 | – | 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% |