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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $298,576 | -23.2% | 8,792 | -19.4% | 0.25% | -34.2% |
| Q2 2023 | $388,977 | -2.5% | 10,911 | -4.9% | 0.38% | -7.1% |
| Q1 2023 | $399,121 | +6.7% | 11,469 | -1.3% | 0.41% | +26.5% |
| Q4 2022 | $374,184 | +14.8% | 11,617 | +0.1% | 0.32% | +4.9% |
| Q3 2022 | $326,000 | -16.8% | 11,606 | -6.8% | 0.31% | -24.6% |
| Q2 2022 | $392,000 | -20.6% | 12,458 | -7.4% | 0.41% | +7.1% |
| Q1 2022 | $494,000 | -19.3% | 13,458 | -14.5% | 0.38% | -43.6% |
| Q4 2021 | $612,000 | +0.2% | 15,745 | -0.2% | 0.67% | -2.7% |
| Q3 2021 | $611,000 | -6.9% | 15,778 | -5.2% | 0.69% | +24.7% |
| Q2 2021 | $656,000 | +1.1% | 16,636 | -3.5% | 0.55% | -5.5% |
| Q1 2021 | $649,000 | – | 17,240 | – | 0.59% | – |
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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% |