SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 808 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $933 | -85.5% | 27,478 | -85.1% | 0.02% | -81.9% |
Q1 2023 | $6,416 | +96.0% | 184,373 | +81.4% | 0.10% | +19.3% |
Q4 2022 | $3,273 | -99.8% | 101,619 | +114.6% | 0.09% | +144.4% |
Q2 2022 | $1,489,000 | -52.7% | 47,346 | -44.8% | 0.04% | -57.6% |
Q1 2022 | $3,148,000 | -28.6% | 85,723 | -24.7% | 0.08% | -55.5% |
Q3 2021 | $4,407,000 | +152.1% | 113,874 | +157.0% | 0.19% | +253.7% |
Q2 2021 | $1,748,000 | +287.6% | 44,309 | +269.3% | 0.05% | +200.0% |
Q1 2021 | $451,000 | -94.2% | 11,999 | -95.4% | 0.02% | -95.1% |
Q2 2020 | $7,769,000 | -44.9% | 261,141 | -52.1% | 0.36% | -29.9% |
Q1 2020 | $14,101,000 | – | 545,686 | – | 0.52% | – |
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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% |