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 | $205,526 | -7.2% | 6,052 | -2.6% | 0.14% | -2.7% |
| Q2 2023 | $221,458 | +5.0% | 6,212 | -17.2% | 0.15% | -10.8% |
| Q3 2022 | $211,000 | -12.4% | 7,505 | -2.2% | 0.17% | -2.4% |
| Q2 2022 | $241,000 | -28.1% | 7,670 | -16.0% | 0.17% | -16.7% |
| Q1 2022 | $335,000 | -14.3% | 9,135 | -9.3% | 0.20% | -18.1% |
| Q4 2021 | $391,000 | +4.0% | 10,070 | +3.8% | 0.25% | +11.7% |
| Q3 2021 | $376,000 | -6.9% | 9,705 | -5.2% | 0.22% | -7.5% |
| Q2 2021 | $404,000 | +21.0% | 10,240 | +15.3% | 0.24% | +61.7% |
| Q1 2021 | $334,000 | +8.4% | 8,880 | +3.7% | 0.15% | -30.7% |
| Q4 2020 | $308,000 | +9.6% | 8,560 | -4.3% | 0.22% | -17.9% |
| Q3 2020 | $281,000 | +18.1% | 8,944 | +12.0% | 0.26% | +22.4% |
| Q2 2020 | $238,000 | +15.5% | 7,986 | 0.0% | 0.21% | -6.6% |
| Q1 2020 | $206,000 | -23.4% | 7,986 | 0.0% | 0.23% | -6.5% |
| Q4 2019 | $269,000 | +0.4% | 7,986 | -4.9% | 0.24% | -11.2% |
| Q3 2019 | $268,000 | -20.9% | 8,397 | -20.4% | 0.28% | -22.5% |
| Q2 2019 | $339,000 | -95.2% | 10,552 | -95.3% | 0.36% | -32.2% |
| Q1 2019 | $7,052,000 | – | 225,793 | – | 0.52% | – |
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% |