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 | $1,055 | +3.9% | 31,068 | +9.1% | 0.00% | 0.0% |
| Q2 2023 | $1,015 | +3.5% | 28,473 | +1.0% | 0.00% | 0.0% |
| Q1 2023 | $981 | +7.1% | 28,192 | -0.8% | 0.00% | 0.0% |
| Q4 2022 | $916 | -99.9% | 28,423 | +22.5% | 0.00% | +33.3% |
| Q3 2022 | $652,000 | -22.7% | 23,194 | -12.6% | 0.00% | -25.0% |
| Q2 2022 | $844,000 | -27.6% | 26,545 | -16.3% | 0.00% | -20.0% |
| Q1 2022 | $1,165,000 | -1.7% | 31,732 | +4.1% | 0.01% | 0.0% |
| Q4 2021 | $1,185,000 | -0.5% | 30,496 | -0.9% | 0.01% | 0.0% |
| Q3 2021 | $1,191,000 | -1.2% | 30,775 | +0.7% | 0.01% | 0.0% |
| Q2 2021 | $1,206,000 | +9.2% | 30,561 | +4.1% | 0.01% | 0.0% |
| Q1 2021 | $1,104,000 | +6.3% | 29,346 | +1.7% | 0.01% | 0.0% |
| Q4 2020 | $1,039,000 | +9.6% | 28,852 | -4.4% | 0.01% | 0.0% |
| Q3 2020 | $948,000 | +15.8% | 30,183 | +9.7% | 0.01% | 0.0% |
| Q2 2020 | $819,000 | -13.9% | 27,523 | -25.2% | 0.01% | -37.5% |
| Q1 2020 | $951,000 | +68.6% | 36,804 | +119.5% | 0.01% | +100.0% |
| Q4 2019 | $564,000 | +15.8% | 16,771 | +9.8% | 0.00% | 0.0% |
| Q3 2019 | $487,000 | – | 15,273 | – | 0.00% | – |
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% |