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 | $2,997,871 | -6.8% | 87,734 | -3.0% | 6.96% | -3.6% |
| Q2 2023 | $3,215,589 | -2.6% | 90,478 | -2.4% | 7.23% | -2.8% |
| Q1 2023 | $3,300,834 | +4.7% | 92,694 | -5.3% | 7.44% | +9.5% |
| Q4 2022 | $3,152,199 | +24.2% | 97,864 | +8.5% | 6.79% | +14.5% |
| Q3 2022 | $2,538,000 | -14.9% | 90,221 | -4.8% | 5.94% | -14.4% |
| Q2 2022 | $2,981,000 | -12.3% | 94,794 | +2.4% | 6.93% | -1.5% |
| Q1 2022 | $3,398,000 | -2.6% | 92,533 | +3.1% | 7.04% | +2.3% |
| Q4 2021 | $3,488,000 | +1.7% | 89,742 | +1.3% | 6.88% | -20.6% |
| Q3 2021 | $3,430,000 | -0.1% | 88,623 | +1.8% | 8.66% | -3.0% |
| Q2 2021 | $3,434,000 | – | 87,051 | – | 8.93% | – |
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% |