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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $209,771 | +2.6% | 5,884 | +0.1% | 0.06% | -7.4% |
| Q1 2023 | $204,485 | -51.6% | 5,876 | -55.2% | 0.07% | -55.0% |
| Q4 2022 | $422,853 | +6.5% | 13,128 | -6.9% | 0.15% | -1.3% |
| Q3 2022 | $397,000 | -12.4% | 14,098 | -2.0% | 0.15% | -9.5% |
| Q2 2022 | $453,000 | -30.1% | 14,392 | -18.4% | 0.17% | -19.9% |
| Q1 2022 | $648,000 | -1.8% | 17,647 | +4.0% | 0.21% | -1.9% |
| Q4 2021 | $660,000 | +2.3% | 16,974 | +1.9% | 0.22% | +13.2% |
| Q3 2021 | $645,000 | 0.0% | 16,656 | +1.8% | 0.19% | -0.5% |
| Q2 2021 | $645,000 | +5.2% | 16,362 | +0.4% | 0.19% | -9.0% |
| Q1 2021 | $613,000 | +5.1% | 16,302 | +0.7% | 0.21% | +0.5% |
| Q4 2020 | $583,000 | – | 16,192 | – | 0.21% | – |
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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% |