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 | $2,266,396 | -7.3% | 66,737 | -2.7% | 1.11% | -1.2% |
| Q2 2023 | $2,445,883 | +5.9% | 68,608 | +3.4% | 1.12% | +5.1% |
| Q1 2023 | $2,309,152 | +8.0% | 66,355 | -0.0% | 1.07% | -3.4% |
| Q4 2022 | $2,137,615 | +21.1% | 66,365 | +5.8% | 1.10% | +20.8% |
| Q3 2022 | $1,765,000 | -17.6% | 62,746 | -7.9% | 0.91% | -11.6% |
| Q2 2022 | $2,143,000 | -16.1% | 68,132 | -2.1% | 1.03% | -6.6% |
| Q1 2022 | $2,554,000 | -10.7% | 69,563 | -5.4% | 1.11% | -12.7% |
| Q4 2021 | $2,859,000 | -10.9% | 73,564 | -11.3% | 1.27% | -17.1% |
| Q3 2021 | $3,208,000 | -18.2% | 82,897 | -16.6% | 1.53% | -19.2% |
| Q2 2021 | $3,920,000 | -3.8% | 99,364 | -8.2% | 1.89% | -8.6% |
| Q1 2021 | $4,073,000 | +10.6% | 108,265 | +5.8% | 2.07% | +4.1% |
| Q4 2020 | $3,684,000 | +12.5% | 102,316 | -1.9% | 1.99% | -0.1% |
| Q3 2020 | $3,274,000 | -3.1% | 104,276 | -8.1% | 1.99% | -8.3% |
| Q2 2020 | $3,377,000 | +14.7% | 113,526 | -0.4% | 2.17% | -2.6% |
| Q1 2020 | $2,944,000 | -24.5% | 113,944 | -1.7% | 2.23% | -12.9% |
| Q4 2019 | $3,900,000 | +6.8% | 115,964 | +1.2% | 2.56% | +0.1% |
| Q3 2019 | $3,650,000 | +3.1% | 114,577 | +3.9% | 2.56% | -2.1% |
| Q2 2019 | $3,539,000 | +7.2% | 110,270 | +4.5% | 2.61% | +7.4% |
| Q1 2019 | $3,302,000 | -1.2% | 105,475 | -10.5% | 2.44% | -17.4% |
| Q4 2018 | $3,341,000 | – | 117,835 | – | 2.95% | – |
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% |