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 | $1,434,878 | -4.7% | 42,252 | 0.0% | 0.03% | -3.7% |
| Q2 2023 | $1,506,284 | +1.7% | 42,252 | -0.7% | 0.03% | 0.0% |
| Q1 2023 | $1,481,436 | -10.2% | 42,570 | -16.8% | 0.03% | -15.6% |
| Q4 2022 | $1,648,927 | +15.5% | 51,193 | +0.8% | 0.03% | +3.2% |
| Q3 2022 | $1,428,000 | -11.1% | 50,782 | -0.6% | 0.03% | -8.8% |
| Q2 2022 | $1,607,000 | -14.5% | 51,082 | -0.2% | 0.03% | 0.0% |
| Q1 2022 | $1,880,000 | -5.3% | 51,184 | +0.2% | 0.03% | +3.0% |
| Q4 2021 | $1,985,000 | +8.6% | 51,082 | +8.2% | 0.03% | 0.0% |
| Q3 2021 | $1,827,000 | -1.9% | 47,207 | 0.0% | 0.03% | -8.3% |
| Q2 2021 | $1,862,000 | +4.8% | 47,207 | 0.0% | 0.04% | 0.0% |
| Q1 2021 | $1,776,000 | +4.2% | 47,207 | -0.2% | 0.04% | 0.0% |
| Q4 2020 | $1,704,000 | -7.6% | 47,307 | -19.5% | 0.04% | -16.3% |
| Q3 2020 | $1,845,000 | -4.9% | 58,753 | -9.9% | 0.04% | -10.4% |
| Q2 2020 | $1,941,000 | +27.3% | 65,214 | +10.5% | 0.05% | +9.1% |
| Q1 2020 | $1,525,000 | – | 59,039 | – | 0.04% | – |
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% |