SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 493 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $474,000 | -7.6% | 15,058 | +7.8% | 0.01% | +25.0% |
| Q1 2022 | $513,000 | -27.3% | 13,968 | -23.1% | 0.00% | -33.3% |
| Q4 2021 | $706,000 | +68.1% | 18,167 | +67.3% | 0.01% | +50.0% |
| Q3 2021 | $420,000 | -38.6% | 10,860 | -37.4% | 0.00% | -33.3% |
| Q2 2021 | $684,000 | +9.3% | 17,345 | -28.4% | 0.01% | -25.0% |
| Q1 2020 | $626,000 | +820.6% | 24,223 | +1020.9% | 0.01% | +700.0% |
| Q1 2019 | $68,000 | -4.2% | 2,161 | -13.5% | 0.00% | 0.0% |
| Q4 2018 | $71,000 | -1.4% | 2,497 | +15.5% | 0.00% | 0.0% |
| Q3 2018 | $72,000 | +1.4% | 2,161 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $71,000 | -2.7% | 2,161 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $73,000 | -17.0% | 2,161 | -15.9% | 0.00% | 0.0% |
| Q4 2017 | $88,000 | – | 2,570 | – | 0.00% | – |
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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% |