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 | $6,654,763 | -6.0% | 195,959 | -1.4% | 0.99% | -10.4% |
Q2 2023 | $7,081,903 | +0.6% | 198,651 | -1.8% | 1.10% | -4.8% |
Q1 2023 | $7,041,097 | -49.5% | 202,330 | -51.2% | 1.16% | -3.1% |
Q4 2022 | $13,930,569 | +161.3% | 414,696 | +118.8% | 1.19% | +12.1% |
Q3 2022 | $5,331,000 | +2197.8% | 189,505 | +2470.3% | 1.06% | +2372.1% |
Q2 2022 | $232,000 | +37.3% | 7,373 | +57.0% | 0.04% | +19.4% |
Q4 2020 | $169,000 | +14.2% | 4,697 | -0.0% | 0.04% | -2.7% |
Q3 2020 | $148,000 | -38.1% | 4,698 | -33.8% | 0.04% | -56.5% |
Q4 2019 | $239,000 | – | 7,098 | – | 0.08% | – |
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% |