SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 22 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,811,459 | -5.4% | 200,573 | -0.7% | 0.68% | -4.5% |
| Q2 2023 | $7,197,878 | +1.0% | 201,904 | -1.4% | 0.71% | -3.8% |
| Q1 2023 | $7,126,330 | +2.8% | 204,780 | -4.9% | 0.74% | -5.6% |
| Q4 2022 | $6,933,383 | +96.6% | 215,256 | +71.7% | 0.79% | +68.7% |
| Q3 2022 | $3,527,000 | +8.1% | 125,384 | +20.8% | 0.47% | +6.2% |
| Q2 2022 | $3,264,000 | +159.9% | 103,791 | +203.5% | 0.44% | +188.8% |
| Q1 2022 | $1,256,000 | -9.2% | 34,197 | -3.9% | 0.15% | -7.9% |
| Q4 2021 | $1,383,000 | +7.3% | 35,575 | +6.8% | 0.16% | -8.3% |
| Q3 2021 | $1,289,000 | +1.3% | 33,313 | +3.3% | 0.18% | -2.2% |
| Q2 2021 | $1,272,000 | -1.9% | 32,243 | -6.5% | 0.18% | -12.4% |
| Q1 2021 | $1,297,000 | +7.5% | 34,469 | +2.8% | 0.21% | -6.2% |
| Q4 2020 | $1,207,000 | +16.1% | 33,514 | +1.1% | 0.22% | -1.3% |
| Q3 2020 | $1,040,000 | -2.4% | 33,135 | -7.5% | 0.23% | -3.8% |
| Q2 2020 | $1,066,000 | +13.0% | 35,832 | -2.6% | 0.24% | +49.4% |
| Q1 2020 | $943,000 | -49.7% | 36,795 | -35.5% | 0.16% | -30.1% |
| Q4 2019 | $1,875,000 | +1833.0% | 57,075 | +1547.7% | 0.23% | +769.2% |
| Q4 2018 | $97,000 | – | 3,464 | – | 0.03% | – |
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% |