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 | $3,067,390 | +1.8% | 90,324 | +6.9% | 1.38% | -4.4% |
| Q2 2023 | $3,013,525 | -3.4% | 84,531 | -5.7% | 1.44% | -2.7% |
| Q1 2023 | $3,120,774 | +1.7% | 89,677 | -5.9% | 1.48% | +5.6% |
| Q4 2022 | $3,070,000 | +61.4% | 95,298 | +41.0% | 1.40% | +20.3% |
| Q3 2022 | $1,902,000 | -25.6% | 67,600 | -16.8% | 1.16% | -25.8% |
| Q2 2022 | $2,556,000 | +14.1% | 81,283 | +33.2% | 1.57% | +12.7% |
| Q1 2022 | $2,241,000 | – | 61,031 | – | 1.39% | – |
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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% |