SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 941 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.07 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $93,467,539 | -5.1% | 2,752,289 | -0.4% | 10.97% | -0.5% |
| Q2 2023 | $98,509,120 | +5.2% | 2,763,229 | +2.7% | 11.02% | +0.9% |
| Q1 2023 | $93,664,339 | +11.9% | 2,691,509 | +3.5% | 10.93% | +5.0% |
| Q4 2022 | $83,721,951 | +23.2% | 2,599,257 | +7.6% | 10.41% | +12.9% |
| Q3 2022 | $67,943,000 | +1.6% | 2,415,344 | +13.6% | 9.22% | +7.8% |
| Q2 2022 | $66,855,000 | +48.0% | 2,125,774 | +72.7% | 8.55% | +65.6% |
| Q1 2022 | $45,182,000 | -3.7% | 1,230,875 | +2.3% | 5.17% | +0.8% |
| Q4 2021 | $46,938,000 | +6.7% | 1,203,701 | +6.2% | 5.13% | +0.3% |
| Q3 2021 | $43,995,000 | +84.0% | 1,133,514 | +87.0% | 5.11% | +83.1% |
| Q2 2021 | $23,911,000 | +10.7% | 606,114 | +5.6% | 2.79% | -12.3% |
| Q1 2021 | $21,593,000 | +0.5% | 573,998 | -3.8% | 3.18% | -2.9% |
| Q4 2020 | $21,493,000 | +11.5% | 596,882 | -2.8% | 3.28% | +1.6% |
| Q3 2020 | $19,284,000 | +20.9% | 614,161 | +14.6% | 3.22% | +13.7% |
| Q2 2020 | $15,951,000 | – | 536,098 | – | 2.84% | – |
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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% |