BlueSky Wealth Advisors, LLC - SCHWAB STRATEGIC TR ownership

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
BlueSky Wealth Advisors, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$19,058,769
-0.3%
561,212
+4.6%
3.90%
+1.4%
Q2 2023$19,125,018
+1.5%
536,466
-1.0%
3.84%
-1.4%
Q1 2023$18,851,447
+9.6%
541,708
+1.4%
3.90%
+2.5%
Q4 2022$17,205,501
+14.8%
534,166
+0.2%
3.80%
+9.4%
Q3 2022$14,989,000
-5.5%
532,840
+5.6%
3.48%
-1.2%
Q2 2022$15,867,000
-9.2%
504,516
+6.0%
3.52%
+3.7%
Q1 2022$17,480,000
-12.4%
476,033
-7.3%
3.40%
-8.1%
Q4 2021$19,956,000
+5.7%
513,401
+5.3%
3.70%
+0.0%
Q3 2021$18,875,000
-0.2%
487,733
+2.3%
3.70%
-0.3%
Q2 2021$18,911,000
+13.1%
476,705
+9.7%
3.71%
-1.7%
Q1 2021$16,727,000
+9.8%
434,592
+2.7%
3.77%
+2.6%
Q4 2020$15,237,000
+15.5%
423,143
+3.3%
3.68%
+6.9%
Q3 2020$13,189,000
+11.9%
409,455
+3.3%
3.44%
+2.1%
Q2 2020$11,791,000
+55.8%
396,348
+35.4%
3.37%
+20.9%
Q1 2020$7,566,000
-21.9%
292,785
+2.1%
2.79%
-11.9%
Q4 2019$9,682,000
+9.0%
286,861
+1.1%
3.16%
+3.4%
Q3 2019$8,882,000
+6.8%
283,860
+9.5%
3.06%
+3.4%
Q2 2019$8,317,000
-0.4%
259,177
-1.3%
2.96%
-2.0%
Q1 2019$8,354,000
+14.9%
262,620
+7.4%
3.02%
+6.3%
Q4 2018$7,268,000
-17.9%
244,469
-10.3%
2.84%
-15.4%
Q3 2018$8,857,000
+3.9%
272,530
+5.6%
3.36%
+3.0%
Q2 2018$8,527,000
+4.2%
258,002
+6.3%
3.26%
+3.8%
Q1 2018$8,182,000
+13.9%
242,718
+15.1%
3.14%
+5.5%
Q4 2017$7,185,000
+3.2%
210,887
+1.4%
2.98%
-1.0%
Q3 2017$6,960,000
+6.9%
207,942
+1.5%
3.00%
-0.2%
Q2 2017$6,509,000
+5.0%
204,814
-1.3%
3.01%
+1.7%
Q1 2017$6,197,000
-4.0%
207,464
-11.0%
2.96%
-6.6%
Q4 2016$6,454,000233,1523.17%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2022
NameSharesValueWeighting ↓
Financial Engines Advisors L.L.C. 37,307,305$1,233,005,00029.32%
MCIA Inc 674,064$22,278,00021.75%
Riverpoint Wealth Management Holdings, LLC 1,172,299$38,744,00021.53%
COOPER/HAIMS ADVISORS, LLC 615,312$20,336,00015.04%
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 862,045$28,491,00015.00%
Pacific Edge Advisors, LLC 799,480$26,423,00014.57%
TD Ameritrade Trust Co 1,118,129$36,954,00014.06%
OGOREK ANTHONY JOSEPH /NY/ /ADV 543,684$17,968,00014.00%
Peachtree Investment Advisors, Inc. 569,439$18,820,00013.63%
Apriem Advisors 1,793,436$59,273,00013.32%
View complete list of SCHWAB STRATEGIC TR shareholders