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 | $3,529,730 | +0.8% | 103,938 | +5.8% | 1.40% | -11.9% |
| Q2 2023 | $3,501,003 | +34.0% | 98,205 | +30.8% | 1.59% | +22.3% |
| Q1 2023 | $2,612,291 | +28.7% | 75,066 | +19.1% | 1.30% | +19.7% |
| Q4 2022 | $2,029,418 | +26.9% | 63,006 | +10.8% | 1.08% | +3.2% |
| Q3 2022 | $1,599,000 | +7.1% | 56,841 | +19.7% | 1.05% | 0.0% |
| Q2 2022 | $1,493,000 | -4.8% | 47,467 | +11.1% | 1.05% | -3.1% |
| Q1 2022 | $1,569,000 | -4.9% | 42,725 | +0.7% | 1.08% | -19.2% |
| Q4 2021 | $1,649,000 | – | 42,423 | – | 1.34% | – |
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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% |