SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 973 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $719,655 | -37.7% | 21,191 | -34.6% | 0.02% | -34.8% |
| Q2 2023 | $1,155,782 | -13.8% | 32,420 | -15.8% | 0.02% | -25.8% |
| Q1 2023 | $1,340,428 | +9.6% | 38,518 | +1.5% | 0.03% | -8.8% |
| Q4 2022 | $1,222,825 | -54.1% | 37,964 | -59.9% | 0.03% | -53.4% |
| Q3 2022 | $2,664,000 | -4.0% | 94,704 | +7.4% | 0.07% | -13.1% |
| Q2 2022 | $2,774,000 | -13.7% | 88,209 | +0.8% | 0.08% | +9.1% |
| Q1 2022 | $3,214,000 | +354.0% | 87,522 | +380.5% | 0.08% | +381.2% |
| Q4 2021 | $708,000 | +0.4% | 18,213 | -0.0% | 0.02% | -15.8% |
| Q3 2021 | $705,000 | +19.9% | 18,219 | +22.3% | 0.02% | +11.8% |
| Q2 2021 | $588,000 | +5.0% | 14,893 | +0.1% | 0.02% | -26.1% |
| Q1 2021 | $560,000 | +34.0% | 14,876 | +19.6% | 0.02% | -37.8% |
| Q4 2019 | $418,000 | – | 12,436 | – | 0.04% | – |
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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% |