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 | $1,180,450 | -7.2% | 34,760 | -2.5% | 0.05% | 0.0% |
| Q2 2023 | $1,271,457 | -2.4% | 35,665 | -4.7% | 0.05% | -4.2% |
| Q1 2023 | $1,302,673 | +6.8% | 37,433 | -1.1% | 0.05% | +2.1% |
| Q4 2022 | $1,219,250 | +9.0% | 37,853 | -4.8% | 0.05% | +2.2% |
| Q3 2022 | $1,119,000 | -13.2% | 39,768 | -3.0% | 0.05% | -8.0% |
| Q2 2022 | $1,289,000 | -17.7% | 40,990 | -4.0% | 0.05% | -5.7% |
| Q1 2022 | $1,567,000 | -13.5% | 42,683 | -8.4% | 0.05% | -13.1% |
| Q4 2021 | $1,811,000 | +2.9% | 46,602 | +2.5% | 0.06% | -1.6% |
| Q3 2021 | $1,760,000 | -5.5% | 45,466 | -3.7% | 0.06% | -7.5% |
| Q2 2021 | $1,862,000 | -7.3% | 47,191 | -11.6% | 0.07% | -11.8% |
| Q1 2021 | $2,008,000 | +0.9% | 53,378 | -3.5% | 0.08% | -5.0% |
| Q4 2020 | $1,991,000 | -7.7% | 55,298 | -19.5% | 0.08% | -17.5% |
| Q3 2020 | $2,157,000 | +3.9% | 68,708 | -1.5% | 0.10% | -4.0% |
| Q2 2020 | $2,076,000 | -20.6% | 69,784 | -31.0% | 0.10% | -36.9% |
| Q1 2020 | $2,615,000 | -72.7% | 101,194 | -64.5% | 0.16% | -67.8% |
| Q4 2019 | $9,590,000 | +0.8% | 285,150 | -4.5% | 0.50% | -5.9% |
| Q3 2019 | $9,516,000 | +0.1% | 298,677 | +0.8% | 0.53% | +3.3% |
| Q2 2019 | $9,506,000 | +1.4% | 296,242 | -1.1% | 0.51% | +1.0% |
| Q1 2019 | $9,376,000 | +8.1% | 299,458 | -2.1% | 0.51% | -1.6% |
| Q4 2018 | $8,671,000 | +67.9% | 305,839 | +98.6% | 0.51% | +82.9% |
| Q3 2018 | $5,163,000 | +1.0% | 153,973 | -0.4% | 0.28% | -2.4% |
| Q2 2018 | $5,110,000 | -1.4% | 154,615 | +0.6% | 0.29% | -3.4% |
| Q1 2018 | $5,181,000 | +10.6% | 153,691 | +11.8% | 0.30% | +8.8% |
| Q4 2017 | $4,685,000 | +0.8% | 137,501 | -1.0% | 0.27% | -3.9% |
| Q3 2017 | $4,647,000 | +5.0% | 138,854 | -0.3% | 0.28% | +1.8% |
| Q2 2017 | $4,425,000 | +5.3% | 139,249 | -1.0% | 0.28% | -5.4% |
| Q1 2017 | $4,203,000 | +13.0% | 140,696 | +4.7% | 0.30% | +5.7% |
| Q4 2016 | $3,719,000 | +0.7% | 134,370 | +4.8% | 0.28% | -4.1% |
| Q3 2016 | $3,692,000 | +20.7% | 128,231 | +13.7% | 0.29% | +14.5% |
| Q2 2016 | $3,058,000 | +1.9% | 112,796 | +1.8% | 0.26% | -4.1% |
| Q1 2016 | $3,002,000 | +0.5% | 110,752 | +2.2% | 0.27% | +2.7% |
| Q4 2015 | $2,987,000 | +5.7% | 108,367 | +4.9% | 0.26% | +0.4% |
| Q3 2015 | $2,827,000 | -10.1% | 103,273 | +0.1% | 0.26% | -7.2% |
| Q2 2015 | $3,143,000 | +6.4% | 103,141 | +5.5% | 0.28% | +1.8% |
| Q1 2015 | $2,955,000 | +1.0% | 97,760 | -3.4% | 0.27% | -1.1% |
| Q4 2014 | $2,925,000 | +17.8% | 101,176 | +26.5% | 0.28% | +12.2% |
| Q3 2014 | $2,482,000 | -4.9% | 80,004 | +1.1% | 0.25% | -5.0% |
| Q2 2014 | $2,609,000 | +5.2% | 79,116 | +0.4% | 0.26% | +1.6% |
| Q1 2014 | $2,481,000 | -0.1% | 78,762 | +0.0% | 0.26% | -2.7% |
| Q4 2013 | $2,483,000 | +6.0% | 78,761 | +2.2% | 0.26% | -4.7% |
| Q3 2013 | $2,342,000 | +16.4% | 77,080 | +4.3% | 0.28% | +10.4% |
| Q2 2013 | $2,012,000 | – | 73,873 | – | 0.25% | – |
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% |