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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $204,850 | -90.4% | 5,746 | -92.4% | 0.02% | -92.0% |
| Q3 2022 | $2,139,000 | -21.5% | 76,039 | -12.2% | 0.24% | -17.1% |
| Q2 2022 | $2,724,000 | -18.7% | 86,610 | -5.1% | 0.29% | -3.0% |
| Q1 2022 | $3,350,000 | -1.4% | 91,223 | +4.4% | 0.30% | +10.0% |
| Q4 2021 | $3,396,000 | +5.8% | 87,371 | +5.4% | 0.27% | -2.9% |
| Q3 2021 | $3,209,000 | +5.0% | 82,915 | +7.0% | 0.28% | +6.5% |
| Q2 2021 | $3,057,000 | +6.2% | 77,501 | +5.9% | 0.26% | +4.4% |
| Q1 2021 | $2,879,000 | +21.4% | 73,209 | +11.2% | 0.25% | +10.2% |
| Q4 2020 | $2,371,000 | +20.8% | 65,846 | +5.4% | 0.23% | +6.1% |
| Q3 2020 | $1,963,000 | – | 62,500 | – | 0.21% | – |
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% |