SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 966 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $872,839 | +1.2% | 25,702 | +6.3% | 0.32% | +6.1% |
| Q2 2023 | $862,194 | +3.3% | 24,185 | +0.8% | 0.30% | -4.8% |
| Q1 2023 | $834,757 | +8.1% | 23,987 | +0.1% | 0.31% | -3.7% |
| Q4 2022 | $772,147 | +1.9% | 23,972 | -11.1% | 0.32% | -9.2% |
| Q3 2022 | $758,000 | -17.2% | 26,969 | -7.4% | 0.36% | -17.7% |
| Q2 2022 | $916,000 | +32.0% | 29,135 | +54.1% | 0.43% | +29.6% |
| Q1 2022 | $694,000 | -36.3% | 18,910 | -32.5% | 0.34% | -18.9% |
| Q4 2021 | $1,089,000 | +5.9% | 28,024 | +5.5% | 0.41% | -8.4% |
| Q3 2021 | $1,028,000 | -8.2% | 26,574 | -6.4% | 0.45% | -12.1% |
| Q2 2021 | $1,120,000 | +20.6% | 28,394 | +14.9% | 0.51% | +5.8% |
| Q1 2021 | $929,000 | +20.2% | 24,706 | +15.1% | 0.48% | +6.1% |
| Q4 2020 | $773,000 | +31.7% | 21,469 | +14.7% | 0.46% | +6.5% |
| Q3 2020 | $587,000 | +16.2% | 18,719 | +10.2% | 0.43% | +1.7% |
| Q2 2020 | $505,000 | +227.9% | 16,989 | +268.8% | 0.42% | +267.0% |
| Q3 2018 | $154,000 | +4.1% | 4,606 | +2.8% | 0.12% | -12.9% |
| Q2 2018 | $148,000 | -2.6% | 4,480 | +0.3% | 0.13% | -3.6% |
| Q4 2017 | $152,000 | – | 4,468 | – | 0.14% | – |
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% |