SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 985 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.13 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $818,878 | -49.7% | 24,113 | -47.2% | 0.08% | -38.1% |
Q2 2023 | $1,627,542 | +50.0% | 45,653 | +46.4% | 0.13% | +21.8% |
Q1 2023 | $1,084,925 | -42.7% | 31,175 | -46.9% | 0.11% | -34.5% |
Q4 2022 | $1,892,511 | +159.6% | 58,755 | +126.8% | 0.17% | +140.0% |
Q3 2022 | $729,000 | -1.6% | 25,910 | +9.8% | 0.07% | +2.9% |
Q2 2022 | $741,000 | -9.4% | 23,592 | +5.8% | 0.07% | +7.9% |
Q1 2022 | $818,000 | -7.9% | 22,290 | -2.4% | 0.06% | -10.0% |
Q4 2021 | $888,000 | -10.8% | 22,847 | -11.1% | 0.07% | -22.2% |
Q3 2021 | $995,000 | -1.9% | 25,710 | 0.0% | 0.09% | -4.3% |
Q2 2021 | $1,014,000 | +1.3% | 25,710 | -3.4% | 0.09% | -6.0% |
Q1 2021 | $1,001,000 | +15.7% | 26,619 | +10.8% | 0.10% | +1.0% |
Q4 2020 | $865,000 | +8.3% | 24,021 | -5.6% | 0.10% | -25.0% |
Q3 2020 | $799,000 | +5.5% | 25,438 | 0.0% | 0.13% | +24.5% |
Q2 2020 | $757,000 | +14.2% | 25,438 | -0.9% | 0.11% | +488.9% |
Q1 2020 | $663,000 | +116.0% | 25,663 | +180.8% | 0.02% | -66.0% |
Q4 2019 | $307,000 | +6.6% | 9,140 | +1.1% | 0.05% | -1.9% |
Q3 2019 | $288,000 | -0.7% | 9,044 | +0.1% | 0.05% | -6.9% |
Q2 2019 | $290,000 | +8.2% | 9,039 | +5.6% | 0.06% | 0.0% |
Q1 2019 | $268,000 | +10.3% | 8,559 | 0.0% | 0.06% | -6.5% |
Q4 2018 | $243,000 | -50.4% | 8,559 | -41.4% | 0.06% | -43.6% |
Q3 2018 | $490,000 | +1.4% | 14,601 | 0.0% | 0.11% | -3.5% |
Q2 2018 | $483,000 | -12.5% | 14,601 | -10.8% | 0.11% | -18.0% |
Q1 2018 | $552,000 | -17.1% | 16,372 | -16.3% | 0.14% | -17.8% |
Q4 2017 | $666,000 | +2.9% | 19,551 | +1.2% | 0.17% | +0.6% |
Q3 2017 | $647,000 | +11.6% | 19,319 | +5.9% | 0.17% | +66.3% |
Q2 2017 | $580,000 | -6.0% | 18,239 | -11.8% | 0.10% | -46.3% |
Q1 2017 | $617,000 | -21.5% | 20,669 | -27.2% | 0.19% | -28.0% |
Q4 2016 | $786,000 | +226.1% | 28,383 | +239.0% | 0.26% | +1350.0% |
Q3 2016 | $241,000 | +6.2% | 8,373 | 0.0% | 0.02% | -79.8% |
Q2 2016 | $227,000 | -8.5% | 8,373 | -7.0% | 0.09% | -11.9% |
Q4 2015 | $248,000 | – | 9,003 | – | 0.10% | – |
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% |