SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 927 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $25,940,193 | -1.4% | 763,759 | +3.5% | 18.83% | -1.7% |
| Q2 2023 | $26,303,449 | -47.4% | 737,933 | -48.7% | 19.17% | -2.4% |
| Q1 2023 | $50,051,076 | +120.9% | 1,438,268 | +104.5% | 19.65% | +1.4% |
| Q4 2022 | $22,659,644 | -20.2% | 703,473 | -30.3% | 19.38% | -29.4% |
| Q3 2022 | $28,397,000 | -3.1% | 1,009,227 | +8.3% | 27.46% | +0.5% |
| Q2 2022 | $29,314,000 | -15.0% | 932,097 | -0.7% | 27.32% | +0.5% |
| Q1 2022 | $34,475,000 | +4.3% | 938,882 | +10.4% | 27.19% | +6.7% |
| Q4 2021 | $33,050,000 | – | 850,286 | – | 25.49% | – |
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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% |