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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,296,130 | +89.4% | 450,416 | +98.8% | 2.33% | +104.4% |
| Q2 2023 | $8,075,298 | +4.8% | 226,516 | +2.3% | 1.14% | -2.5% |
| Q1 2023 | $7,702,778 | +7.0% | 221,344 | -0.9% | 1.17% | +4.1% |
| Q4 2022 | $7,197,524 | +46.0% | 223,456 | +27.5% | 1.12% | +36.5% |
| Q3 2022 | $4,930,000 | -27.0% | 175,274 | -18.4% | 0.82% | -25.3% |
| Q2 2022 | $6,751,000 | -7.2% | 214,666 | +8.4% | 1.10% | +8.7% |
| Q1 2022 | $7,274,000 | -0.3% | 198,106 | +5.6% | 1.01% | +3.6% |
| Q4 2021 | $7,294,000 | +1.4% | 187,651 | +1.0% | 0.98% | -9.2% |
| Q3 2021 | $7,190,000 | -2.3% | 185,777 | -0.5% | 1.08% | -20.1% |
| Q2 2021 | $7,363,000 | +6.4% | 186,641 | +1.5% | 1.35% | -9.2% |
| Q1 2021 | $6,919,000 | +2.9% | 183,910 | -1.5% | 1.49% | -3.5% |
| Q4 2020 | $6,726,000 | +19.8% | 186,784 | +4.4% | 1.54% | +8.8% |
| Q3 2020 | $5,616,000 | +5.7% | 178,853 | +0.2% | 1.42% | -14.7% |
| Q2 2020 | $5,313,000 | +15.7% | 178,582 | +0.5% | 1.66% | -15.7% |
| Q1 2020 | $4,593,000 | +111.5% | 177,765 | +175.3% | 1.97% | +152.8% |
| Q4 2019 | $2,172,000 | +1.7% | 64,575 | -3.7% | 0.78% | -2.9% |
| Q3 2019 | $2,136,000 | -0.7% | 67,039 | 0.0% | 0.80% | -5.4% |
| Q2 2019 | $2,151,000 | -7.4% | 67,039 | -9.6% | 0.85% | -16.4% |
| Q1 2019 | $2,323,000 | +11.6% | 74,187 | +1.1% | 1.02% | +21.0% |
| Q4 2018 | $2,081,000 | +261.3% | 73,389 | +326.9% | 0.84% | +382.2% |
| Q3 2018 | $576,000 | -7.2% | 17,191 | -8.6% | 0.17% | -16.3% |
| Q2 2018 | $621,000 | -20.8% | 18,804 | -19.2% | 0.21% | -27.5% |
| Q1 2018 | $784,000 | -13.2% | 23,258 | -12.3% | 0.29% | -31.8% |
| Q4 2017 | $903,000 | -21.6% | 26,514 | -23.0% | 0.42% | -23.7% |
| Q3 2017 | $1,152,000 | +2.9% | 34,414 | -2.3% | 0.55% | -11.4% |
| Q2 2017 | $1,119,000 | +6.0% | 35,215 | -0.4% | 0.62% | +14.5% |
| Q1 2017 | $1,056,000 | +4.6% | 35,357 | 0.0% | 0.54% | -1.4% |
| Q4 2016 | $1,010,000 | +6.4% | 35,357 | +7.2% | 0.55% | +28.4% |
| Q3 2016 | $949,000 | +9.1% | 32,984 | +2.8% | 0.43% | +1.9% |
| Q2 2016 | $870,000 | +17.3% | 32,084 | +17.2% | 0.42% | +11.9% |
| Q1 2016 | $742,000 | – | 27,378 | – | 0.38% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Riverpoint Wealth Management Holdings, LLC | 969,014 | $27,626,000 | 22.42% |
| Personal Capital Advisors Corp | 16,035,075 | $443,851,000 | 13.21% |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 710,982 | $19,680,000 | 12.84% |
| Live Your Vision, LLC | 913,058 | $25,273,000 | 10.74% |
| Financial Engines Advisors L.L.C. | 7,628,401 | $211,154,000 | 10.39% |
| APPLETON GROUP, LLC | 280,370 | $7,761,000 | 10.25% |
| Highland Private Wealth Management | 708,288 | $19,605,000 | 10.07% |
| HBK Sorce Advisory LLC | 1,948,781 | $53,942,000 | 9.75% |
| VECTOR WEALTH MANAGEMENT, LLC | 493,780 | $13,668,000 | 9.59% |
| BCWM, LLC | 740,584 | $20,500,000 | 9.54% |