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 | $209,528 | +6.6% | 5,877 | +4.1% | 0.09% | -11.9% |
| Q1 2023 | $196,516 | +8.7% | 5,647 | +0.6% | 0.10% | -1.0% |
| Q4 2022 | $180,829 | +653.5% | 5,614 | +567.5% | 0.10% | +580.0% |
| Q3 2022 | $24,000 | -7.7% | 841 | 0.0% | 0.02% | -6.2% |
| Q2 2022 | $26,000 | -16.1% | 841 | +0.1% | 0.02% | -11.1% |
| Q1 2022 | $31,000 | -6.1% | 840 | 0.0% | 0.02% | -10.0% |
| Q4 2021 | $33,000 | +73.7% | 840 | +75.7% | 0.02% | +53.8% |
| Q2 2021 | $19,000 | +533.3% | 478 | +475.9% | 0.01% | +333.3% |
| Q1 2021 | $3,000 | 0.0% | 83 | 0.0% | 0.00% | +50.0% |
| Q4 2020 | $3,000 | – | 83 | – | 0.00% | – |
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% |