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 | $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 | $6,454,000 | – | 233,152 | – | 3.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Riverpoint Wealth Management Holdings, LLC | 969,014 | $27,626,000 | 22.42% |
| Personal Capital Advisors Corp | 16,035,075 | $443,851,000 | 13.21% |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 710,982 | $19,680,000 | 12.84% |
| Live Your Vision, LLC | 913,058 | $25,273,000 | 10.74% |
| Financial Engines Advisors L.L.C. | 7,628,401 | $211,154,000 | 10.39% |
| APPLETON GROUP, LLC | 280,370 | $7,761,000 | 10.25% |
| Highland Private Wealth Management | 708,288 | $19,605,000 | 10.07% |
| HBK Sorce Advisory LLC | 1,948,781 | $53,942,000 | 9.75% |
| VECTOR WEALTH MANAGEMENT, LLC | 493,780 | $13,668,000 | 9.59% |
| BCWM, LLC | 740,584 | $20,500,000 | 9.54% |