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 | $11,251,595 | -7.6% | 331,319 | -5.3% | 10.58% | -13.6% |
| Q1 2023 | $12,172,380 | -0.6% | 349,781 | -8.0% | 12.24% | -5.8% |
| Q4 2022 | $12,248,358 | +9.2% | 380,266 | -4.6% | 12.99% | -0.0% |
| Q3 2022 | $11,217,000 | -25.6% | 398,750 | -16.8% | 13.00% | -23.1% |
| Q2 2022 | $15,081,000 | -7.6% | 479,538 | +3.0% | 16.90% | +0.5% |
| Q1 2022 | $16,330,000 | -10.6% | 465,436 | -1.0% | 16.81% | -3.6% |
| Q4 2021 | $18,270,000 | – | 470,022 | – | 17.44% | – |
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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% |