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 | $12,050,162 | -3.4% | 354,834 | +1.4% | 1.04% | +0.5% |
| Q2 2023 | $12,477,286 | +11.4% | 349,994 | +8.8% | 1.03% | +8.1% |
| Q1 2023 | $11,196,517 | +2.1% | 321,739 | -5.5% | 0.96% | -3.6% |
| Q4 2022 | $10,966,731 | +149.9% | 340,476 | +118.3% | 0.99% | +138.2% |
| Q3 2022 | $4,388,000 | +4.7% | 155,983 | +17.1% | 0.42% | +10.9% |
| Q2 2022 | $4,190,000 | -14.2% | 133,217 | +0.2% | 0.38% | -1.1% |
| Q1 2022 | $4,881,000 | -7.8% | 132,936 | -2.4% | 0.38% | -4.5% |
| Q4 2021 | $5,295,000 | +27.3% | 136,222 | +26.7% | 0.40% | +17.8% |
| Q3 2021 | $4,159,000 | -3.2% | 107,478 | -1.3% | 0.34% | -6.9% |
| Q2 2021 | $4,295,000 | +2.8% | 108,871 | -2.0% | 0.36% | -4.0% |
| Q1 2021 | $4,178,000 | +11.6% | 111,060 | +6.8% | 0.38% | +6.5% |
| Q4 2020 | $3,744,000 | +12.3% | 103,964 | -2.1% | 0.35% | +2.9% |
| Q3 2020 | $3,335,000 | +2.9% | 106,195 | -2.5% | 0.34% | -3.6% |
| Q2 2020 | $3,241,000 | +185.6% | 108,925 | +148.1% | 0.36% | +142.9% |
| Q1 2020 | $1,135,000 | – | 43,908 | – | 0.15% | – |
Download | ||||||
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% |