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 | $213,904 | -4.7% | 6,299 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $224,549 | +4.2% | 6,299 | +1.7% | 0.01% | 0.0% |
| Q1 2023 | $215,538 | +615722.9% | 6,194 | +465.7% | 0.01% | +300.0% |
| Q4 2022 | $35 | -99.9% | 1,095 | +9.7% | 0.00% | 0.0% |
| Q3 2022 | $28,000 | -87.6% | 998 | -86.1% | 0.00% | -77.8% |
| Q2 2022 | $225,000 | -75.5% | 7,165 | -71.4% | 0.01% | -64.0% |
| Q1 2022 | $919,000 | +50.2% | 25,014 | +58.8% | 0.02% | +78.6% |
| Q4 2021 | $612,000 | +24.6% | 15,756 | +24.2% | 0.01% | +7.7% |
| Q3 2021 | $491,000 | -6.7% | 12,691 | -4.8% | 0.01% | -7.1% |
| Q2 2021 | $526,000 | +27.7% | 13,329 | +21.7% | 0.01% | +27.3% |
| Q1 2021 | $412,000 | – | 10,950 | – | 0.01% | – |
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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% |