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 | $1,539 | -4.8% | 45,318 | 0.0% | 0.24% | -2.1% |
| Q2 2023 | $1,616 | +2.5% | 45,318 | +0.1% | 0.24% | -6.9% |
| Q1 2023 | $1,576 | +8.0% | 45,287 | 0.0% | 0.26% | +2.4% |
| Q4 2022 | $1,459 | -99.9% | 45,287 | +7.4% | 0.25% | +9.5% |
| Q3 2022 | $1,186,000 | -11.5% | 42,159 | -1.0% | 0.23% | -8.0% |
| Q2 2022 | $1,340,000 | -18.4% | 42,592 | -4.8% | 0.25% | -8.1% |
| Q1 2022 | $1,643,000 | -2.8% | 44,732 | +2.9% | 0.27% | 0.0% |
| Q4 2021 | $1,690,000 | -2.8% | 43,479 | -3.2% | 0.27% | -11.9% |
| Q3 2021 | $1,738,000 | -0.8% | 44,904 | +1.1% | 0.31% | -1.3% |
| Q2 2021 | $1,752,000 | +11.2% | 44,404 | +6.1% | 0.31% | +8.7% |
| Q1 2021 | $1,575,000 | -0.6% | 41,868 | -4.9% | 0.29% | -17.4% |
| Q4 2020 | $1,585,000 | +14.8% | 44,005 | +0.1% | 0.35% | +1.7% |
| Q3 2020 | $1,381,000 | +9.6% | 43,968 | +3.8% | 0.34% | +3.3% |
| Q2 2020 | $1,260,000 | +15.1% | 42,356 | -0.1% | 0.33% | -2.9% |
| Q1 2020 | $1,095,000 | +5.4% | 42,378 | +37.2% | 0.34% | +29.4% |
| Q4 2019 | $1,039,000 | -19.3% | 30,887 | -23.6% | 0.26% | -25.6% |
| Q3 2019 | $1,288,000 | -23.2% | 40,418 | -22.7% | 0.36% | -24.9% |
| Q2 2019 | $1,677,000 | -0.4% | 52,272 | -2.8% | 0.47% | +4.2% |
| Q1 2019 | $1,684,000 | +10.4% | 53,792 | 0.0% | 0.46% | +1.1% |
| Q4 2018 | $1,525,000 | +234.4% | 53,792 | +295.6% | 0.45% | +248.8% |
| Q3 2018 | $456,000 | – | 13,598 | – | 0.13% | – |
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% |