SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 890 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,171,687 | +3.8% | 34,501 | +8.9% | 1.10% | +8.0% |
| Q2 2023 | $1,129,035 | +9.8% | 31,670 | +7.2% | 1.02% | 0.0% |
| Q1 2023 | $1,027,887 | +23.4% | 29,537 | +14.2% | 1.02% | +16.6% |
| Q4 2022 | $833,047 | +17.3% | 25,863 | +2.4% | 0.88% | -8.6% |
| Q3 2022 | $710,000 | -10.6% | 25,248 | 0.0% | 0.96% | -8.8% |
| Q2 2022 | $794,000 | -14.3% | 25,248 | 0.0% | 1.05% | +9.5% |
| Q1 2022 | $927,000 | -5.5% | 25,248 | 0.0% | 0.96% | +0.3% |
| Q4 2021 | $981,000 | – | 25,248 | – | 0.96% | – |
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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% |