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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $229,000 | -75.9% | 6,243 | -74.5% | 0.02% | -74.4% |
| Q4 2021 | $950,000 | +295.8% | 24,450 | +293.8% | 0.08% | +271.4% |
| Q3 2021 | $240,000 | -2.0% | 6,209 | 0.0% | 0.02% | -4.5% |
| Q2 2021 | $245,000 | +4.7% | 6,209 | 0.0% | 0.02% | -4.3% |
| Q1 2021 | $234,000 | +4.0% | 6,209 | -0.4% | 0.02% | -4.2% |
| Q4 2020 | $225,000 | +69.2% | 6,237 | +47.1% | 0.02% | +41.2% |
| Q3 2020 | $133,000 | +5.6% | 4,239 | 0.0% | 0.02% | -5.6% |
| Q2 2020 | $126,000 | +14.5% | 4,239 | 0.0% | 0.02% | -5.3% |
| Q1 2020 | $110,000 | +197.3% | 4,239 | +295.4% | 0.02% | +137.5% |
| Q4 2017 | $37,000 | – | 1,072 | – | 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% |