Per Stirling Capital Management, LLC. - SCHWAB STRATEGIC TR ownership

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
Per Stirling Capital Management, LLC. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$1,318,119
-1.4%
38,814
+3.5%
0.27%
+0.7%
Q2 2023$1,336,620
+3.9%
37,493
+1.4%
0.27%
-2.2%
Q1 2023$1,286,905
+9.7%
36,980
+1.6%
0.28%
+30.5%
Q4 2022$1,172,89636,4140.21%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
Evergreen Advisors, LLC 596,850$16,921,00016.79%
COOPER/HAIMS ADVISORS, LLC 781,379$22,152,00015.30%
Riverpoint Wealth Management Holdings, LLC 949,520$26,918,00014.94%
OGOREK ANTHONY JOSEPH /NY/ /ADV 617,043$17,493,00013.93%
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 875,130$24,810,00013.88%
MCIA Inc 342,796$9,718,00013.51%
TD Ameritrade Trust Co 1,108,104$31,415,00013.14%
Peachtree Investment Advisors, Inc. 574,020$16,273,00012.55%
Harborview Advisors, LLC 377,004$10,688,00012.52%
Personal Capital Advisors Corp 30,575,896$866,827,00011.60%
View complete list of SCHWAB STRATEGIC TR shareholders