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 | $11,215,430 | -7.6% | 330,254 | -3.0% | 2.31% | -3.7% |
| Q2 2023 | $12,143,678 | +1.5% | 340,636 | -1.0% | 2.40% | -0.7% |
| Q1 2023 | $11,969,001 | +111759.8% | 343,937 | +3.5% | 2.42% | +6.4% |
| Q4 2022 | $10,700 | -99.8% | 332,206 | +80.3% | 2.27% | +94.4% |
| Q3 2022 | $5,184,000 | +16.4% | 184,284 | +30.2% | 1.17% | +23.5% |
| Q2 2022 | $4,453,000 | +1110.1% | 141,577 | +1311.1% | 0.95% | +1232.4% |
| Q1 2022 | $368,000 | +19.9% | 10,033 | +26.9% | 0.07% | +18.3% |
| Q4 2021 | $307,000 | -18.4% | 7,907 | +18.3% | 0.06% | -53.8% |
| Q1 2017 | $376,000 | +0.3% | 6,685 | -50.7% | 0.13% | -10.3% |
| Q4 2016 | $375,000 | +10.0% | 13,555 | +14.5% | 0.14% | -0.7% |
| Q3 2016 | $341,000 | +6.2% | 11,840 | 0.0% | 0.15% | -6.4% |
| Q2 2016 | $321,000 | 0.0% | 11,840 | 0.0% | 0.16% | 0.0% |
| Q1 2016 | $321,000 | -1.5% | 11,840 | 0.0% | 0.16% | -0.6% |
| Q4 2015 | $326,000 | – | 11,840 | – | 0.16% | – |
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% |