REBALANCE, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 985 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.13 and the average weighting 1.0%.

Quarter-by-quarter ownership
REBALANCE, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$87,533,625
-3.9%
2,577,551
+0.9%
8.51%
-1.4%
Q2 2023$91,062,958
+0.3%
2,554,361
-2.1%
8.64%
-3.8%
Q1 2023$90,789,015
+7.0%
2,608,880
-1.0%
8.98%
+1.9%
Q4 2022$84,872,5892,634,9778.81%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
Evergreen Advisors, LLC 596,850$16,921,00016.79%
COOPER/HAIMS ADVISORS, LLC 781,379$22,152,00015.30%
Riverpoint Wealth Management Holdings, LLC 949,520$26,918,00014.94%
OGOREK ANTHONY JOSEPH /NY/ /ADV 617,043$17,493,00013.93%
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 875,130$24,810,00013.88%
MCIA Inc 342,796$9,718,00013.51%
TD Ameritrade Trust Co 1,108,104$31,415,00013.14%
Peachtree Investment Advisors, Inc. 574,020$16,273,00012.55%
Harborview Advisors, LLC 377,004$10,688,00012.52%
Personal Capital Advisors Corp 30,575,896$866,827,00011.60%
View complete list of SCHWAB STRATEGIC TR shareholders