SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 927 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,230,669 | -2.6% | 36,239 | +2.3% | 0.94% | +1.3% |
Q2 2023 | $1,263,117 | -9.7% | 35,431 | -11.8% | 0.92% | -12.9% |
Q1 2023 | $1,398,513 | +4.9% | 40,187 | -2.9% | 1.06% | +0.9% |
Q4 2022 | $1,333,692 | +12.7% | 41,406 | -1.5% | 1.05% | +7.2% |
Q3 2022 | $1,183,000 | -8.6% | 42,048 | +2.1% | 0.98% | -4.2% |
Q2 2022 | $1,295,000 | -15.1% | 41,183 | -0.8% | 1.02% | +2.5% |
Q1 2022 | $1,525,000 | -6.0% | 41,536 | -0.5% | 1.00% | +0.2% |
Q4 2021 | $1,623,000 | +89.8% | 41,741 | +88.9% | 1.00% | +75.5% |
Q3 2021 | $855,000 | +1.2% | 22,101 | +3.2% | 0.57% | +2.5% |
Q2 2021 | $845,000 | +10.0% | 21,413 | +4.8% | 0.55% | -1.2% |
Q1 2021 | $768,000 | +8.3% | 20,427 | +3.8% | 0.56% | -3.6% |
Q4 2020 | $709,000 | +48.9% | 19,678 | +29.9% | 0.58% | +32.9% |
Q3 2020 | $476,000 | +1.5% | 15,151 | -3.9% | 0.44% | +2.3% |
Q2 2020 | $469,000 | -8.9% | 15,767 | -20.9% | 0.43% | -21.2% |
Q1 2020 | $515,000 | -52.1% | 19,924 | -37.7% | 0.54% | -44.1% |
Q4 2019 | $1,076,000 | +4.9% | 31,987 | -0.7% | 0.97% | -4.1% |
Q3 2019 | $1,026,000 | -2.4% | 32,202 | -1.7% | 1.01% | -3.1% |
Q2 2019 | $1,051,000 | +4.1% | 32,752 | +1.5% | 1.05% | +3.9% |
Q1 2019 | $1,010,000 | -6.0% | 32,271 | -14.9% | 1.01% | -13.6% |
Q4 2018 | $1,075,000 | +22.9% | 37,917 | +45.2% | 1.17% | +40.7% |
Q3 2018 | $875,000 | +11.9% | 26,110 | +10.3% | 0.83% | +14.3% |
Q2 2018 | $782,000 | +15.5% | 23,670 | +17.8% | 0.72% | +17.1% |
Q1 2018 | $677,000 | +28.0% | 20,086 | +29.4% | 0.62% | +35.7% |
Q4 2017 | $529,000 | – | 15,527 | – | 0.46% | – |
Download |
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% |