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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $3,174,370 | +15.1% | 85,887 | +5.7% | 1.53% | +4.8% |
| Q3 2023 | $2,758,341 | -7.0% | 81,223 | -2.4% | 1.46% | -3.7% |
| Q2 2023 | $2,966,480 | +1.0% | 83,211 | -1.4% | 1.51% | -1.4% |
| Q1 2023 | $2,937,259 | +8.1% | 84,404 | +0.1% | 1.54% | +0.6% |
| Q4 2022 | $2,716,398 | +26.0% | 84,334 | +10.0% | 1.53% | +20.3% |
| Q3 2022 | $2,156,000 | -13.9% | 76,646 | -3.8% | 1.27% | -8.4% |
| Q2 2022 | $2,505,000 | -6.8% | 79,643 | +8.8% | 1.38% | +4.6% |
| Q1 2022 | $2,688,000 | -8.2% | 73,193 | -2.8% | 1.32% | -0.6% |
| Q4 2021 | $2,928,000 | +11.9% | 75,336 | +11.4% | 1.33% | +5.4% |
| Q3 2021 | $2,617,000 | -6.0% | 67,610 | -4.2% | 1.26% | -8.3% |
| Q2 2021 | $2,783,000 | +5.5% | 70,548 | +0.6% | 1.38% | -2.2% |
| Q1 2021 | $2,638,000 | – | 70,115 | – | 1.41% | – |
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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% |