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 | $56,645 | -4.7% | 1,668 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $59,464 | -8.7% | 1,668 | -10.8% | 0.01% | -14.3% |
| Q1 2023 | $65,111 | +8.0% | 1,871 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $60,265 | +25.6% | 1,871 | +10.3% | 0.01% | +16.7% |
| Q3 2022 | $48,000 | +54.8% | 1,697 | +72.5% | 0.01% | +50.0% |
| Q2 2022 | $31,000 | -13.9% | 984 | +0.3% | 0.00% | 0.0% |
| Q1 2022 | $36,000 | -5.3% | 981 | +0.1% | 0.00% | 0.0% |
| Q4 2021 | $38,000 | 0.0% | 980 | +0.8% | 0.00% | -20.0% |
| Q3 2021 | $38,000 | -48.6% | 972 | -49.9% | 0.01% | 0.0% |
| Q2 2021 | $74,000 | +105.6% | 1,940 | +100.4% | 0.01% | 0.0% |
| Q1 2021 | $36,000 | +500.0% | 968 | +384.0% | 0.01% | +400.0% |
| Q2 2020 | $6,000 | +20.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $5,000 | -28.6% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $7,000 | +16.7% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $6,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $6,000 | – | 200 | – | 0.00% | – |
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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% |