SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 22 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $424 | -23.2% | 12,495 | -19.4% | 0.01% | -22.2% |
| Q2 2023 | $552 | +2.4% | 15,497 | 0.0% | 0.02% | -5.3% |
| Q1 2023 | $539 | +8.0% | 15,497 | 0.0% | 0.02% | +5.6% |
| Q4 2022 | $499 | -99.8% | 15,497 | +87.3% | 0.02% | +5.9% |
| Q4 2019 | $278,000 | +19.3% | 8,272 | +13.5% | 0.02% | +13.3% |
| Q3 2019 | $233,000 | +3.6% | 7,290 | +4.0% | 0.02% | 0.0% |
| Q2 2019 | $225,000 | +78.6% | 7,011 | +61.2% | 0.02% | -64.3% |
| Q4 2014 | $126,000 | – | 4,348 | – | 0.04% | – |
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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% |