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 | $877,384 | -3.8% | 25,836 | +1.0% | 0.04% | -4.8% |
Q2 2023 | $911,594 | +3.2% | 25,571 | +0.7% | 0.04% | -2.3% |
Q1 2023 | $883,626 | +13.6% | 25,392 | +5.1% | 0.04% | 0.0% |
Q4 2022 | $777,968 | +133.6% | 24,153 | +104.2% | 0.04% | +104.8% |
Q3 2022 | $333,000 | -3.5% | 11,828 | +7.7% | 0.02% | -4.5% |
Q2 2022 | $345,000 | -45.8% | 10,984 | -36.6% | 0.02% | -31.2% |
Q1 2022 | $636,000 | -8.0% | 17,322 | -2.5% | 0.03% | -13.5% |
Q4 2021 | $691,000 | -7.6% | 17,770 | -8.1% | 0.04% | -14.0% |
Q3 2021 | $748,000 | +22.4% | 19,336 | +24.7% | 0.04% | +16.2% |
Q2 2021 | $611,000 | +26.0% | 15,500 | +20.3% | 0.04% | +68.2% |
Q1 2021 | $485,000 | +17.1% | 12,887 | +12.2% | 0.02% | +4.8% |
Q4 2020 | $414,000 | +10.7% | 11,490 | -3.5% | 0.02% | -36.4% |
Q3 2020 | $374,000 | +201.6% | 11,907 | +186.2% | 0.03% | +200.0% |
Q2 2020 | $124,000 | -38.3% | 4,161 | -44.5% | 0.01% | -47.6% |
Q1 2020 | $201,000 | -48.5% | 7,491 | -35.4% | 0.02% | -44.7% |
Q4 2019 | $390,000 | +16.8% | 11,601 | +10.7% | 0.04% | +2.7% |
Q3 2019 | $334,000 | +6.7% | 10,481 | +7.5% | 0.04% | +2.8% |
Q2 2019 | $313,000 | +34.9% | 9,750 | +31.4% | 0.04% | +28.6% |
Q1 2019 | $232,000 | +15.4% | 7,421 | +4.9% | 0.03% | 0.0% |
Q4 2018 | $201,000 | -40.4% | 7,076 | -35.5% | 0.03% | -39.1% |
Q3 2018 | $337,000 | -22.0% | 10,972 | -16.8% | 0.05% | -24.6% |
Q2 2018 | $432,000 | +354.7% | 13,186 | +367.1% | 0.06% | +306.7% |
Q1 2018 | $95,000 | -17.4% | 2,823 | -16.6% | 0.02% | -21.1% |
Q4 2017 | $115,000 | +1177.8% | 3,383 | +1211.2% | 0.02% | +850.0% |
Q3 2017 | $9,000 | – | 258 | – | 0.00% | – |
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% |