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 | $1,293,944 | -4.8% | 38,102 | -0.1% | 0.11% | +0.9% |
| Q2 2023 | $1,359,299 | +2.4% | 38,129 | 0.0% | 0.11% | -7.4% |
| Q1 2023 | $1,326,889 | +2.2% | 38,129 | -5.4% | 0.12% | -4.7% |
| Q4 2022 | $1,298,708 | -33.6% | 40,320 | -42.0% | 0.13% | -37.7% |
| Q3 2022 | $1,957,000 | +55.1% | 69,573 | +73.3% | 0.20% | +59.4% |
| Q2 2022 | $1,262,000 | -15.4% | 40,146 | -1.2% | 0.13% | -1.5% |
| Q1 2022 | $1,492,000 | +2.1% | 40,628 | +8.1% | 0.13% | +5.7% |
| Q4 2021 | $1,461,000 | +0.2% | 37,578 | -0.2% | 0.12% | -8.9% |
| Q3 2021 | $1,458,000 | -1.9% | 37,672 | -0.0% | 0.14% | -4.9% |
| Q2 2021 | $1,486,000 | +1.4% | 37,673 | -3.3% | 0.14% | -2.7% |
| Q1 2021 | $1,465,000 | +65.5% | 38,939 | +58.4% | 0.15% | +41.7% |
| Q4 2020 | $885,000 | +19.9% | 24,589 | +4.5% | 0.10% | +5.1% |
| Q3 2020 | $738,000 | +4.1% | 23,525 | -1.3% | 0.10% | -1.0% |
| Q2 2020 | $709,000 | +16.4% | 23,838 | +1.2% | 0.10% | -3.9% |
| Q1 2020 | $609,000 | -21.7% | 23,550 | +1.8% | 0.10% | -1.0% |
| Q4 2019 | $778,000 | +5.6% | 23,125 | 0.0% | 0.10% | -4.6% |
| Q3 2019 | $737,000 | -0.5% | 23,125 | +0.2% | 0.11% | -4.4% |
| Q2 2019 | $741,000 | +2.9% | 23,083 | +0.5% | 0.11% | +0.9% |
| Q1 2019 | $720,000 | – | 22,975 | – | 0.11% | – |
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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% |