SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 856 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,923,952 | -5.6% | 56,653 | -0.9% | 0.10% | +24.4% |
Q2 2023 | $2,038,916 | +1.1% | 57,193 | -1.3% | 0.08% | -7.9% |
Q1 2023 | $2,017,456 | +5.6% | 57,973 | -2.3% | 0.09% | +2.3% |
Q4 2022 | $1,910,500 | -16.0% | 59,314 | -26.6% | 0.09% | -15.5% |
Q3 2022 | $2,274,000 | -48.2% | 80,829 | -42.1% | 0.10% | -38.7% |
Q2 2022 | $4,394,000 | +263.7% | 139,720 | +324.8% | 0.17% | +242.9% |
Q1 2022 | $1,208,000 | -49.3% | 32,892 | -46.3% | 0.05% | -51.5% |
Q4 2021 | $2,381,000 | +245.6% | 61,243 | +244.2% | 0.10% | +188.6% |
Q3 2021 | $689,000 | +131.2% | 17,792 | +124.6% | 0.04% | +118.8% |
Q1 2021 | $298,000 | -99.6% | 7,923 | +323.0% | 0.02% | +300.0% |
Q4 2020 | $67,461,000 | +13867.1% | 1,873 | +12386.7% | 0.00% | – |
Q3 2020 | $483,000 | – | 15 | – | 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% |