SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 22 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,377,219 | -12.4% | 40,554 | -8.0% | 0.46% | -10.6% |
| Q2 2023 | $1,571,671 | -8.3% | 44,086 | -10.4% | 0.52% | -14.0% |
| Q1 2023 | $1,713,168 | -3.9% | 49,229 | -11.0% | 0.60% | -5.0% |
| Q4 2022 | $1,782,598 | -5.6% | 55,343 | -17.3% | 0.63% | -14.2% |
| Q3 2022 | $1,888,000 | -13.4% | 66,943 | -3.4% | 0.74% | -16.8% |
| Q2 2022 | $2,180,000 | -58.5% | 69,328 | -50.5% | 0.89% | -48.0% |
| Q1 2022 | $5,247,000 | -5.6% | 140,093 | -2.9% | 1.71% | -12.5% |
| Q4 2021 | $5,561,000 | – | 144,273 | – | 1.95% | – |
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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% |