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 | $15,348 | -7.4% | 451,934 | -2.8% | 0.28% | -4.1% |
| Q2 2023 | $16,583 | +4.8% | 465,135 | +2.3% | 0.30% | -1.7% |
| Q1 2023 | $15,816 | +7.1% | 454,703 | -0.8% | 0.30% | +3.4% |
| Q4 2022 | $14,763 | -99.9% | 458,346 | -10.7% | 0.29% | -1.0% |
| Q3 2022 | $14,431,000 | -11.7% | 513,030 | -1.2% | 0.29% | -21.2% |
| Q2 2022 | $16,339,000 | -11.0% | 519,518 | +3.9% | 0.37% | +3.6% |
| Q1 2022 | $18,363,000 | -2.8% | 500,067 | +2.9% | 0.36% | +0.8% |
| Q4 2021 | $18,889,000 | +3.2% | 485,962 | +2.7% | 0.36% | -5.8% |
| Q3 2021 | $18,310,000 | -0.2% | 473,123 | +1.8% | 0.38% | -13.9% |
| Q2 2021 | $18,342,000 | +11.4% | 464,943 | +6.2% | 0.44% | +3.5% |
| Q1 2021 | $16,462,000 | +25.6% | 437,606 | +20.2% | 0.42% | +8.4% |
| Q4 2020 | $13,105,000 | +26.3% | 363,923 | +10.2% | 0.39% | +4.0% |
| Q3 2020 | $10,374,000 | +6.2% | 330,383 | +0.6% | 0.38% | -2.6% |
| Q2 2020 | $9,769,000 | +17.8% | 328,373 | +2.3% | 0.39% | -1.0% |
| Q1 2020 | $8,294,000 | – | 320,988 | – | 0.39% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evergreen Advisors, LLC | 596,850 | $16,921,000 | 16.79% |
| COOPER/HAIMS ADVISORS, LLC | 781,379 | $22,152,000 | 15.30% |
| Riverpoint Wealth Management Holdings, LLC | 949,520 | $26,918,000 | 14.94% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 617,043 | $17,493,000 | 13.93% |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 875,130 | $24,810,000 | 13.88% |
| MCIA Inc | 342,796 | $9,718,000 | 13.51% |
| TD Ameritrade Trust Co | 1,108,104 | $31,415,000 | 13.14% |
| Peachtree Investment Advisors, Inc. | 574,020 | $16,273,000 | 12.55% |
| Harborview Advisors, LLC | 377,004 | $10,688,000 | 12.52% |
| Personal Capital Advisors Corp | 30,575,896 | $866,827,000 | 11.60% |