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 | $91,226 | +21.0% | 2,686 | +27.1% | 0.02% | +23.1% |
| Q2 2023 | $75,374 | +3.0% | 2,114 | +0.6% | 0.01% | 0.0% |
| Q1 2023 | $73,166 | +8.6% | 2,102 | +0.5% | 0.01% | 0.0% |
| Q4 2022 | $67,366 | -20.7% | 2,091 | -31.2% | 0.01% | -18.8% |
| Q3 2022 | $85,000 | +6.2% | 3,038 | +19.6% | 0.02% | +6.7% |
| Q2 2022 | $80,000 | +220.0% | 2,541 | +266.7% | 0.02% | +36.4% |
| Q1 2022 | $25,000 | -7.4% | 693 | 0.0% | 0.01% | -8.3% |
| Q4 2021 | $27,000 | – | 693 | – | 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% |