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 | $4,526,375 | +109.8% | 133,286 | +120.2% | 0.09% | +113.6% |
| Q2 2023 | $2,157,948 | +4.8% | 60,532 | +2.3% | 0.04% | 0.0% |
| Q1 2023 | $2,059,272 | +21.7% | 59,174 | +12.6% | 0.04% | +12.8% |
| Q4 2022 | $1,691,992 | +9.9% | 52,530 | -4.0% | 0.04% | +25.8% |
| Q3 2022 | $1,539,000 | -8.1% | 54,698 | +2.8% | 0.03% | -3.1% |
| Q2 2022 | $1,674,000 | +7.7% | 53,226 | +25.7% | 0.03% | +18.5% |
| Q1 2022 | $1,555,000 | -2.0% | 42,344 | +3.8% | 0.03% | 0.0% |
| Q4 2021 | $1,586,000 | -12.5% | 40,797 | -12.9% | 0.03% | -18.2% |
| Q3 2021 | $1,812,000 | +3.1% | 46,826 | +5.1% | 0.03% | +3.1% |
| Q2 2021 | $1,758,000 | +25.7% | 44,561 | +19.8% | 0.03% | +18.5% |
| Q1 2021 | $1,399,000 | +61.9% | 37,196 | +55.1% | 0.03% | +50.0% |
| Q4 2020 | $864,000 | +203.2% | 23,985 | +164.2% | 0.02% | +200.0% |
| Q3 2020 | $285,000 | – | 9,079 | – | 0.01% | – |
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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% |