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 | $107,559 | -4.8% | 3,167 | -0.1% | 0.02% | -5.0% |
| Q2 2023 | $113,019 | +25.2% | 3,170 | +22.2% | 0.02% | +11.1% |
| Q1 2023 | $90,276 | -3.6% | 2,594 | -10.7% | 0.02% | -5.3% |
| Q4 2022 | $93,601 | +18.5% | 2,906 | +3.1% | 0.02% | +11.8% |
| Q3 2022 | $79,000 | +3.9% | 2,819 | +17.1% | 0.02% | +21.4% |
| Q2 2022 | $76,000 | -6.2% | 2,408 | +8.6% | 0.01% | +7.7% |
| Q1 2022 | $81,000 | +376.5% | 2,218 | +397.3% | 0.01% | +333.3% |
| Q4 2021 | $17,000 | 0.0% | 446 | +2.3% | 0.00% | 0.0% |
| Q3 2021 | $17,000 | -5.6% | 436 | -6.8% | 0.00% | 0.0% |
| Q2 2021 | $18,000 | +800.0% | 468 | +680.0% | 0.00% | – |
| Q1 2021 | $2,000 | 0.0% | 60 | 0.0% | 0.00% | – |
| Q4 2020 | $2,000 | +100.0% | 60 | +93.5% | 0.00% | – |
| Q3 2020 | $1,000 | -97.1% | 31 | -97.5% | 0.00% | -100.0% |
| Q4 2015 | $34,000 | – | 1,226 | – | 0.02% | – |
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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% |