SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 890 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $322,000 | -22.8% | 10,238 | -9.8% | 0.19% | -6.8% |
| Q1 2022 | $417,000 | -8.6% | 11,355 | -3.3% | 0.21% | +12.5% |
| Q4 2021 | $456,000 | +11.8% | 11,741 | +11.5% | 0.18% | -12.0% |
| Q3 2021 | $408,000 | +8.5% | 10,532 | +10.4% | 0.21% | +37.5% |
| Q2 2021 | $376,000 | +5.6% | 9,536 | +0.8% | 0.15% | +2.7% |
| Q1 2021 | $356,000 | -12.3% | 9,461 | -16.0% | 0.15% | -30.2% |
| Q4 2020 | $406,000 | +13.4% | 11,264 | -1.1% | 0.21% | -5.4% |
| Q3 2020 | $358,000 | +9.1% | 11,393 | +3.4% | 0.22% | +6.2% |
| Q2 2020 | $328,000 | +47.7% | 11,018 | +28.2% | 0.21% | +71.5% |
| Q1 2020 | $222,000 | -30.0% | 8,595 | -15.1% | 0.12% | -6.8% |
| Q1 2019 | $317,000 | -8.1% | 10,121 | -16.7% | 0.13% | -18.0% |
| Q4 2018 | $345,000 | – | 12,153 | – | 0.16% | – |
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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% |