SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 985 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.30 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $234,324 | -4.7% | 6,900 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $245,985 | +2.4% | 6,900 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $240,120 | +108062.2% | 6,900 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $222 | -99.9% | 6,900 | 0.0% | 0.02% | +4.5% |
| Q2 2022 | $217,000 | -14.2% | 6,900 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $253,000 | -5.6% | 6,900 | 0.0% | 0.02% | +4.8% |
| Q4 2021 | $268,000 | +0.4% | 6,900 | 0.0% | 0.02% | -8.7% |
| Q3 2021 | $267,000 | -1.8% | 6,900 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $272,000 | +4.6% | 6,900 | 0.0% | 0.02% | -4.2% |
| Q1 2021 | $260,000 | +4.8% | 6,900 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $248,000 | +14.3% | 6,900 | 0.0% | 0.02% | +4.3% |
| Q3 2020 | $217,000 | +5.9% | 6,900 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $205,000 | -11.6% | 6,900 | 0.0% | 0.02% | -11.5% |
| Q4 2019 | $232,000 | +5.5% | 6,900 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $220,000 | -0.5% | 6,900 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $221,000 | +2.3% | 6,900 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $216,000 | -6.5% | 6,900 | 0.0% | 0.03% | -3.7% |
| Q3 2018 | $231,000 | +1.3% | 6,900 | 0.0% | 0.03% | -6.9% |
| Q2 2018 | $228,000 | -2.1% | 6,900 | 0.0% | 0.03% | -3.3% |
| Q1 2018 | $233,000 | -0.9% | 6,900 | 0.0% | 0.03% | 0.0% |
| Q4 2017 | $235,000 | +1.7% | 6,900 | 0.0% | 0.03% | -3.2% |
| Q3 2017 | $231,000 | -27.4% | 6,900 | -31.0% | 0.03% | -27.9% |
| Q2 2017 | $318,000 | +6.4% | 10,000 | 0.0% | 0.04% | +2.4% |
| Q1 2017 | $299,000 | +7.9% | 10,000 | 0.0% | 0.04% | 0.0% |
| Q4 2016 | $277,000 | -3.1% | 10,000 | 0.0% | 0.04% | -4.5% |
| Q3 2016 | $286,000 | +5.5% | 10,000 | 0.0% | 0.04% | +2.3% |
| Q2 2016 | $271,000 | -1.8% | 10,000 | 0.0% | 0.04% | -2.3% |
| Q1 2016 | $276,000 | 0.0% | 10,000 | 0.0% | 0.04% | +2.3% |
| Q4 2015 | $276,000 | -4.8% | 10,000 | 0.0% | 0.04% | -8.5% |
| Q3 2015 | $290,000 | -4.9% | 10,000 | 0.0% | 0.05% | -2.1% |
| Q2 2015 | $305,000 | -2.6% | 10,000 | 0.0% | 0.05% | -4.0% |
| Q1 2015 | $313,000 | +8.3% | 10,000 | 0.0% | 0.05% | +8.7% |
| Q4 2014 | $289,000 | -6.8% | 10,000 | 0.0% | 0.05% | -13.2% |
| Q3 2014 | $310,000 | -6.1% | 10,000 | 0.0% | 0.05% | -7.0% |
| Q2 2014 | $330,000 | – | 10,000 | – | 0.06% | – |
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% |