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 | $780,707 | -14.3% | 22,975 | -9.2% | 1.11% | +13.3% |
Q2 2023 | $911,408 | -9.0% | 25,303 | -11.5% | 0.98% | -19.6% |
Q1 2023 | $1,001,025 | -61.7% | 28,584 | -62.9% | 1.22% | -66.3% |
Q4 2022 | $2,613,150 | +21.6% | 77,061 | +1.7% | 3.61% | +76.9% |
Q3 2022 | $2,149,000 | -6.2% | 75,793 | +3.7% | 2.04% | +28.4% |
Q2 2022 | $2,291,000 | -12.9% | 73,079 | +2.1% | 1.59% | +46.7% |
Q1 2022 | $2,629,000 | -2.7% | 71,591 | +2.9% | 1.08% | +15.1% |
Q4 2021 | $2,703,000 | +8.0% | 69,551 | +7.5% | 0.94% | +10.3% |
Q3 2021 | $2,503,000 | +6.0% | 64,670 | +8.0% | 0.85% | +6.6% |
Q2 2021 | $2,361,000 | +11.5% | 59,858 | +6.4% | 0.80% | +3.9% |
Q1 2021 | $2,117,000 | +9.6% | 56,263 | +4.8% | 0.77% | +1.3% |
Q4 2020 | $1,932,000 | +34.1% | 53,664 | +16.9% | 0.76% | +22.8% |
Q3 2020 | $1,441,000 | +16.2% | 45,891 | +10.1% | 0.62% | +12.1% |
Q2 2020 | $1,240,000 | +19.7% | 41,691 | +3.9% | 0.55% | +0.2% |
Q1 2020 | $1,036,000 | -16.0% | 40,110 | +9.4% | 0.55% | +0.4% |
Q4 2019 | $1,233,000 | +17.7% | 36,659 | +11.4% | 0.55% | +10.5% |
Q3 2019 | $1,048,000 | +2.7% | 32,904 | +3.6% | 0.50% | -2.4% |
Q2 2019 | $1,020,000 | +12.5% | 31,775 | +9.7% | 0.51% | +5.2% |
Q1 2019 | $907,000 | +11.0% | 28,966 | +0.5% | 0.48% | -0.4% |
Q4 2018 | $817,000 | -17.6% | 28,825 | -2.4% | 0.49% | -4.3% |
Q3 2018 | $991,000 | -1.8% | 29,542 | -3.2% | 0.51% | -8.8% |
Q2 2018 | $1,009,000 | -8.8% | 30,521 | -6.9% | 0.56% | -12.4% |
Q1 2018 | $1,106,000 | +8.4% | 32,798 | +9.5% | 0.64% | -1.5% |
Q4 2017 | $1,020,000 | -1.4% | 29,953 | -3.0% | 0.65% | -3.1% |
Q3 2017 | $1,034,000 | +10.7% | 30,893 | +5.1% | 0.67% | +5.4% |
Q2 2017 | $934,000 | +7.6% | 29,398 | +1.1% | 0.63% | -7.9% |
Q1 2017 | $868,000 | – | 29,069 | – | 0.69% | – |
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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% |