SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 973 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $367,007 | +18.1% | 9,930 | +8.5% | 0.01% | 0.0% |
| Q3 2023 | $310,884 | +29.7% | 9,154 | +36.2% | 0.01% | +28.6% |
| Q2 2023 | $239,670 | -14.5% | 6,723 | -16.5% | 0.01% | -12.5% |
| Q1 2023 | $280,223 | +38.0% | 8,052 | +24.6% | 0.01% | +14.3% |
| Q2 2022 | $203,000 | -14.3% | 6,460 | +0.0% | 0.01% | 0.0% |
| Q1 2022 | $237,000 | -11.2% | 6,459 | -5.8% | 0.01% | -12.5% |
| Q4 2021 | $267,000 | +32.8% | 6,859 | +31.9% | 0.01% | +14.3% |
| Q3 2021 | $201,000 | -23.0% | 5,201 | -33.1% | 0.01% | -53.3% |
| Q3 2018 | $261,000 | -8.1% | 7,773 | -9.6% | 0.02% | -16.7% |
| Q2 2018 | $284,000 | +39.2% | 8,601 | +21.6% | 0.02% | 0.0% |
| Q3 2016 | $204,000 | – | 7,073 | – | 0.02% | – |
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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% |