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 | $160,529 | +11.9% | 4,727 | +17.5% | 0.04% | +10.5% |
| Q2 2023 | $143,456 | +10.1% | 4,024 | +7.5% | 0.04% | +5.6% |
| Q1 2023 | $130,291 | +7.6% | 3,744 | -0.4% | 0.04% | +2.9% |
| Q4 2022 | $121,077 | +53.3% | 3,759 | +33.3% | 0.04% | +52.2% |
| Q3 2022 | $79,000 | +7800.0% | 2,821 | +11654.2% | 0.02% | – |
| Q2 2022 | $1,000 | -50.0% | 24 | -46.7% | 0.00% | -100.0% |
| Q3 2021 | $2,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $2,000 | – | 45 | – | 0.00% | – |
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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% |