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 | $287,200 | -6.8% | 8,457 | 0.0% | 0.06% | -1.7% |
| Q2 2023 | $308,173 | +4.7% | 8,457 | 0.0% | 0.06% | -3.3% |
| Q1 2023 | $294,304 | -50.3% | 8,457 | -54.0% | 0.06% | -52.3% |
| Q4 2022 | $591,601 | +17.1% | 18,367 | +2.4% | 0.13% | +13.3% |
| Q3 2022 | $505,000 | -36.8% | 17,939 | -29.4% | 0.11% | -35.8% |
| Q2 2022 | $799,000 | +8.6% | 25,413 | +26.9% | 0.18% | +23.1% |
| Q1 2022 | $736,000 | +0.4% | 20,033 | +6.2% | 0.14% | +1.4% |
| Q4 2021 | $733,000 | +0.4% | 18,862 | 0.0% | 0.14% | -4.1% |
| Q3 2021 | $730,000 | -16.7% | 18,862 | -15.1% | 0.15% | -12.5% |
| Q2 2021 | $876,000 | +5.7% | 22,208 | +0.7% | 0.17% | -2.9% |
| Q1 2021 | $829,000 | +17.3% | 22,045 | +12.3% | 0.17% | +17.7% |
| Q4 2020 | $707,000 | – | 19,631 | – | 0.15% | – |
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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% |