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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $364,000 | +76.7% | 7,595 | +35.1% | 0.04% | +117.6% |
| Q1 2022 | $206,000 | -47.4% | 5,621 | -43.8% | 0.02% | -48.5% |
| Q4 2021 | $392,000 | +31.1% | 10,001 | +29.4% | 0.03% | 0.0% |
| Q3 2021 | $299,000 | +2.4% | 7,727 | +0.2% | 0.03% | -10.8% |
| Q1 2021 | $292,000 | +5.4% | 7,715 | +0.9% | 0.04% | -5.1% |
| Q4 2020 | $277,000 | +10.8% | 7,647 | -3.1% | 0.04% | +2.6% |
| Q3 2020 | $250,000 | +2.5% | 7,889 | -4.0% | 0.04% | -9.5% |
| Q2 2020 | $244,000 | -39.8% | 8,218 | -42.5% | 0.04% | -57.1% |
| Q4 2018 | $405,000 | -3.6% | 14,293 | +14.2% | 0.10% | +5.4% |
| Q3 2018 | $420,000 | +1.4% | 12,512 | 0.0% | 0.09% | -6.1% |
| Q2 2018 | $414,000 | +22.8% | 12,512 | +25.3% | 0.10% | -11.6% |
| Q1 2018 | $337,000 | – | 9,987 | – | 0.11% | – |
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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% |