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 | $1,827 | -4.5% | 53,812 | +0.2% | 0.77% | +0.8% |
| Q2 2023 | $1,914 | -3.1% | 53,701 | -5.4% | 0.76% | -7.7% |
| Q1 2023 | $1,975 | +4.4% | 56,746 | -3.4% | 0.83% | -1.3% |
| Q4 2022 | $1,891 | -99.9% | 58,714 | -14.6% | 0.84% | -7.3% |
| Q3 2022 | $1,935,000 | -13.1% | 68,775 | +2.1% | 0.91% | +0.7% |
| Q2 2022 | $2,227,000 | -11.3% | 67,370 | -1.5% | 0.90% | -2.0% |
| Q1 2022 | $2,511,000 | -23.3% | 68,386 | -18.8% | 0.92% | -21.7% |
| Q4 2021 | $3,275,000 | +5.3% | 84,244 | +4.8% | 1.17% | +1.5% |
| Q3 2021 | $3,111,000 | -2.1% | 80,395 | -0.2% | 1.16% | -2.2% |
| Q2 2021 | $3,179,000 | +5.3% | 80,581 | +0.4% | 1.18% | +12.8% |
| Q1 2021 | $3,020,000 | +7.8% | 80,285 | +3.2% | 1.05% | -4.6% |
| Q4 2020 | $2,801,000 | +19.6% | 77,791 | +4.3% | 1.10% | +3.6% |
| Q3 2020 | $2,341,000 | – | 74,556 | – | 1.06% | – |
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% |