Zhang Financial LLC - SCHWAB STRATEGIC TR ownership

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
Zhang Financial LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$6,001,263
-4.4%
176,561
+0.1%
0.61%
-5.6%
Q2 2023$6,279,155
+8.0%
176,382
+5.6%
0.64%
-3.0%
Q1 2023$5,813,126
+20.5%
167,044
+11.6%
0.66%
+8.0%
Q4 2022$4,823,346
+39.3%
149,747
+21.7%
0.62%
+17.8%
Q3 2022$3,462,000
+49.7%
123,081
+67.5%
0.52%
+40.7%
Q2 2022$2,312,000
+4.3%
73,499
+21.8%
0.37%
-0.8%
Q1 2022$2,216,000
+157.1%
60,334
+172.0%
0.37%
+144.4%
Q4 2021$862,000
+23.9%
22,185
+23.3%
0.15%
-5.0%
Q3 2021$696,000
-2.0%
17,9970.0%0.16%
-7.5%
Q2 2021$710,000
+40.6%
17,997
+34.2%
0.17%
+28.9%
Q1 2021$505,000
+49.4%
13,413
+43.1%
0.14%
+29.8%
Q4 2020$338,000
+15.0%
9,3730.0%0.10%
-1.9%
Q3 2020$294,000
+6.9%
9,373
+1.3%
0.11%0.0%
Q2 2020$275,000
+3.0%
9,256
-10.4%
0.11%
-10.2%
Q1 2020$267,000
-40.7%
10,327
-22.9%
0.12%
-31.0%
Q4 2019$450,000
+5.4%
13,3930.0%0.17%
-5.0%
Q3 2019$427,000
-0.7%
13,3930.0%0.18%0.0%
Q2 2019$430,000
-45.6%
13,393
-47.0%
0.18%
-47.2%
Q1 2019$791,000
+16.8%
25,251
+5.7%
0.34%
+4.3%
Q4 2018$677,00023,8970.33%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2022
NameSharesValueWeighting ↓
Financial Engines Advisors L.L.C. 37,307,305$1,233,005,00029.32%
MCIA Inc 674,064$22,278,00021.75%
Riverpoint Wealth Management Holdings, LLC 1,172,299$38,744,00021.53%
COOPER/HAIMS ADVISORS, LLC 615,312$20,336,00015.04%
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 862,045$28,491,00015.00%
Pacific Edge Advisors, LLC 799,480$26,423,00014.57%
TD Ameritrade Trust Co 1,118,129$36,954,00014.06%
OGOREK ANTHONY JOSEPH /NY/ /ADV 543,684$17,968,00014.00%
Peachtree Investment Advisors, Inc. 569,439$18,820,00013.63%
Apriem Advisors 1,793,436$59,273,00013.32%
View complete list of SCHWAB STRATEGIC TR shareholders