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 | $25,948,350 | -8.3% | 764,086 | -3.7% | 0.42% | -7.3% |
| Q2 2023 | $28,293,559 | -2.0% | 793,648 | -4.3% | 0.45% | -9.8% |
| Q1 2023 | $28,862,352 | -10.8% | 829,378 | -17.4% | 0.50% | -14.9% |
| Q4 2022 | $32,356,832 | +38.7% | 1,004,559 | +21.1% | 0.59% | +18.8% |
| Q3 2022 | $23,336,000 | -25.9% | 829,560 | -17.2% | 0.50% | -23.2% |
| Q2 2022 | $31,501,000 | -14.4% | 1,001,606 | -0.1% | 0.65% | -5.3% |
| Q1 2022 | $36,803,000 | +175.0% | 1,002,264 | +191.1% | 0.68% | +153.5% |
| Q4 2021 | $13,383,000 | – | 344,296 | – | 0.27% | – |
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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% |