SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 973 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,819,724 | -4.8% | 53,584 | -0.0% | 1.62% | -4.6% |
| Q2 2023 | $1,910,959 | +2.1% | 53,603 | -0.4% | 1.70% | -1.6% |
| Q1 2023 | $1,872,345 | -3.5% | 53,803 | -10.7% | 1.73% | -4.2% |
| Q4 2022 | $1,940,041 | +14.1% | 60,231 | -0.3% | 1.80% | +3.0% |
| Q3 2022 | $1,700,000 | -10.0% | 60,440 | +0.6% | 1.75% | -8.0% |
| Q2 2022 | $1,889,000 | +14.1% | 60,069 | +33.2% | 1.90% | +25.2% |
| Q1 2022 | $1,656,000 | +25.7% | 45,103 | +33.1% | 1.52% | +26.3% |
| Q4 2021 | $1,317,000 | – | 33,875 | – | 1.20% | – |
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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% |