SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 985 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.30 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,993,694 | -4.8% | 117,600 | -0.0% | 2.56% | -5.1% |
| Q2 2023 | $4,194,393 | -0.8% | 117,655 | -3.2% | 2.70% | -1.2% |
| Q1 2023 | $4,227,825 | +8.1% | 121,489 | +0.0% | 2.74% | +1.0% |
| Q4 2022 | $3,912,698 | +15.1% | 121,475 | +0.5% | 2.71% | +0.8% |
| Q3 2022 | $3,399,000 | -33.2% | 120,841 | -25.3% | 2.69% | -29.2% |
| Q2 2022 | $5,087,000 | -14.4% | 161,743 | -0.0% | 3.79% | -28.3% |
| Q1 2022 | $5,942,000 | -5.4% | 161,808 | +0.1% | 5.29% | -4.5% |
| Q4 2021 | $6,282,000 | +0.4% | 161,623 | +0.0% | 5.55% | -23.2% |
| Q3 2021 | $6,255,000 | – | 161,618 | – | 7.22% | – |
Download | ||||||
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% |