SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 941 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $274,975 | -11.8% | 8,097 | -7.4% | 0.02% | -5.9% |
| Q2 2023 | $311,760 | -39.8% | 8,745 | -41.2% | 0.02% | -37.0% |
| Q1 2023 | $517,758 | +5.4% | 14,878 | -2.4% | 0.03% | +8.0% |
| Q4 2022 | $491,215 | +15.3% | 15,250 | +0.8% | 0.02% | -3.8% |
| Q3 2022 | $426,000 | -18.2% | 15,128 | -8.6% | 0.03% | -13.3% |
| Q2 2022 | $521,000 | -12.3% | 16,551 | +2.4% | 0.03% | +7.1% |
| Q1 2022 | $594,000 | -6.5% | 16,170 | -1.0% | 0.03% | -6.7% |
| Q4 2021 | $635,000 | +8.5% | 16,327 | +8.0% | 0.03% | 0.0% |
| Q3 2021 | $585,000 | +5.4% | 15,111 | +7.5% | 0.03% | +7.1% |
| Q2 2021 | $555,000 | +45.3% | 14,063 | +38.4% | 0.03% | +33.3% |
| Q1 2021 | $382,000 | +33.1% | 10,161 | +27.7% | 0.02% | +23.5% |
| Q4 2020 | $287,000 | +14.8% | 7,958 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $250,000 | – | 7,958 | – | 0.02% | – |
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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% |