SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 985 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.30 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,345,483 | +27.6% | 422,418 | +34.0% | 0.60% | +26.3% |
| Q2 2023 | $11,241,943 | +30.1% | 315,336 | +27.0% | 0.47% | +16.9% |
| Q1 2023 | $8,640,777 | +74.1% | 248,309 | +61.2% | 0.40% | +58.7% |
| Q4 2022 | $4,961,985 | +20.0% | 154,057 | +4.8% | 0.25% | +9.5% |
| Q3 2022 | $4,136,000 | -6.0% | 147,045 | +5.1% | 0.23% | -4.1% |
| Q2 2022 | $4,402,000 | -2.8% | 139,976 | +13.7% | 0.24% | -8.3% |
| Q1 2022 | $4,527,000 | -7.6% | 123,133 | -2.3% | 0.26% | -12.9% |
| Q4 2021 | $4,900,000 | -9.5% | 126,077 | -9.9% | 0.30% | -18.8% |
| Q3 2021 | $5,414,000 | +9.2% | 139,915 | +11.2% | 0.37% | +1.6% |
| Q2 2021 | $4,960,000 | +2124.2% | 125,842 | +1931.0% | 0.37% | +1495.7% |
| Q4 2020 | $223,000 | +3.7% | 6,196 | -3.6% | 0.02% | -52.1% |
| Q4 2019 | $215,000 | -15.4% | 6,426 | -20.4% | 0.05% | -21.3% |
| Q3 2019 | $254,000 | +12.4% | 8,068 | +13.6% | 0.06% | +7.0% |
| Q2 2019 | $226,000 | – | 7,100 | – | 0.06% | – |
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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% |