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 | $4,499,738 | +3.1% | 132,501 | +8.3% | 2.05% | -4.5% |
| Q2 2023 | $4,362,794 | +2.4% | 122,379 | -0.0% | 2.15% | -2.7% |
| Q1 2023 | $4,259,566 | +10.3% | 122,401 | +2.1% | 2.21% | +8.3% |
| Q4 2022 | $3,860,629 | +24.7% | 119,858 | +8.9% | 2.04% | +19.7% |
| Q3 2022 | $3,095,000 | -8.0% | 110,027 | +2.9% | 1.70% | +1.4% |
| Q2 2022 | $3,364,000 | -13.5% | 106,950 | +1.0% | 1.68% | +4.7% |
| Q1 2022 | $3,888,000 | +23.0% | 105,895 | +30.2% | 1.60% | +14.6% |
| Q4 2021 | $3,161,000 | +2.7% | 81,311 | +2.3% | 1.40% | -15.4% |
| Q3 2021 | $3,077,000 | -5.9% | 79,504 | -4.1% | 1.65% | -6.5% |
| Q2 2021 | $3,269,000 | +24.7% | 82,860 | +18.9% | 1.77% | -1.6% |
| Q1 2021 | $2,621,000 | +94.7% | 69,670 | +86.3% | 1.80% | +53.3% |
| Q4 2020 | $1,346,000 | – | 37,390 | – | 1.17% | – |
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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% |