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 | $6,771,691 | +25.6% | 199,402 | +31.8% | 4.02% | +22.9% |
| Q2 2023 | $5,392,596 | +12.4% | 151,265 | +9.7% | 3.27% | +19.2% |
| Q1 2023 | $4,797,024 | +21.7% | 137,846 | +12.6% | 2.74% | +14.3% |
| Q4 2022 | $3,943,133 | +31.6% | 122,420 | +14.9% | 2.40% | +17.4% |
| Q3 2022 | $2,997,000 | +0.8% | 106,541 | +12.7% | 2.04% | +6.0% |
| Q2 2022 | $2,972,000 | -3.5% | 94,515 | +12.7% | 1.93% | +10.6% |
| Q1 2022 | $3,079,000 | +76.1% | 83,854 | +86.4% | 1.74% | +76.9% |
| Q4 2021 | $1,748,000 | +150.1% | 44,983 | +148.9% | 0.98% | +124.4% |
| Q3 2021 | $699,000 | -1.3% | 18,074 | +0.7% | 0.44% | +2.6% |
| Q2 2021 | $708,000 | +18.4% | 17,945 | +12.9% | 0.43% | +10.3% |
| Q1 2021 | $598,000 | +11.8% | 15,892 | +7.0% | 0.39% | +2.6% |
| Q4 2020 | $535,000 | +19.7% | 14,859 | +4.3% | 0.38% | -1.3% |
| Q3 2020 | $447,000 | +23.5% | 14,248 | +17.1% | 0.38% | +22.0% |
| Q2 2020 | $362,000 | +79.2% | 12,166 | +55.4% | 0.31% | +52.4% |
| Q1 2020 | $202,000 | +53.0% | 7,828 | +99.4% | 0.21% | +100.0% |
| Q4 2019 | $132,000 | +32.0% | 3,925 | +25.5% | 0.10% | +25.6% |
| Q3 2019 | $100,000 | 0.0% | 3,128 | 0.0% | 0.08% | -2.4% |
| Q2 2019 | $100,000 | +88.7% | 3,128 | +84.4% | 0.08% | +82.6% |
| Q1 2019 | $53,000 | +20.5% | 1,696 | +9.9% | 0.05% | +2.2% |
| Q4 2018 | $44,000 | -15.4% | 1,543 | 0.0% | 0.04% | -2.2% |
| Q3 2018 | $52,000 | -1.9% | 1,543 | -3.6% | 0.05% | -4.2% |
| Q2 2018 | $53,000 | -15.9% | 1,600 | -14.4% | 0.05% | -15.8% |
| Q1 2018 | $63,000 | -35.1% | 1,869 | -34.2% | 0.06% | -35.2% |
| Q4 2017 | $97,000 | +2.1% | 2,840 | 0.0% | 0.09% | -2.2% |
| Q3 2017 | $95,000 | +5.6% | 2,840 | 0.0% | 0.09% | +1.1% |
| Q2 2017 | $90,000 | +5.9% | 2,840 | 0.0% | 0.09% | +4.7% |
| Q1 2017 | $85,000 | -26.1% | 2,840 | -31.6% | 0.08% | -28.6% |
| Q4 2016 | $115,000 | – | 4,150 | – | 0.12% | – |
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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% |