SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 985 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.30 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $570,146 | -15.5% | 16,788 | -11.3% | 0.00% | 0.0% |
| Q2 2023 | $674,490 | -11.3% | 18,919 | -13.4% | 0.00% | -33.3% |
| Q1 2023 | $760,380 | +27.2% | 21,850 | +17.7% | 0.00% | +50.0% |
| Q4 2022 | $597,785 | +8.9% | 18,559 | -5.0% | 0.00% | 0.0% |
| Q3 2022 | $549,000 | -6.9% | 19,533 | +4.1% | 0.00% | 0.0% |
| Q2 2022 | $590,000 | -7.2% | 18,767 | +8.3% | 0.00% | 0.0% |
| Q1 2022 | $636,000 | +47.6% | 17,322 | +56.3% | 0.00% | +100.0% |
| Q4 2021 | $431,000 | +31.4% | 11,086 | +30.5% | 0.00% | 0.0% |
| Q3 2021 | $328,000 | +26.6% | 8,496 | +29.2% | 0.00% | 0.0% |
| Q2 2021 | $259,000 | +4.9% | 6,575 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $247,000 | +2.9% | 6,575 | -1.4% | 0.00% | 0.0% |
| Q4 2020 | $240,000 | +16.5% | 6,668 | +1.4% | 0.00% | 0.0% |
| Q3 2020 | $206,000 | +5.6% | 6,575 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $195,000 | +6400.0% | 6,575 | +5077.2% | 0.00% | – |
| Q1 2017 | $3,000 | – | 127 | – | 0.00% | – |
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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% |