SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 941 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.07 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $217,000 | -42.0% | 6,887 | -32.3% | 0.04% | -31.2% |
| Q1 2022 | $374,000 | -24.0% | 10,175 | -19.6% | 0.06% | -20.0% |
| Q4 2021 | $492,000 | +1.4% | 12,649 | +0.9% | 0.08% | -14.0% |
| Q3 2021 | $485,000 | -0.8% | 12,540 | +1.1% | 0.09% | -16.2% |
| Q2 2021 | $489,000 | -11.1% | 12,408 | -15.1% | 0.11% | -16.5% |
| Q1 2021 | $550,000 | +6.8% | 14,610 | +8.0% | 0.13% | +9.0% |
| Q4 2020 | $515,000 | -13.3% | 13,526 | -28.6% | 0.12% | -27.4% |
| Q3 2020 | $594,000 | -25.6% | 18,933 | -29.4% | 0.17% | -27.6% |
| Q2 2020 | $798,000 | -14.8% | 26,830 | -26.0% | 0.23% | -26.8% |
| Q1 2020 | $937,000 | -22.6% | 36,243 | +0.7% | 0.32% | 0.0% |
| Q4 2019 | $1,210,000 | +9.4% | 35,991 | +3.7% | 0.32% | +1.3% |
| Q3 2019 | $1,106,000 | +18.5% | 34,703 | +14.4% | 0.31% | +16.4% |
| Q2 2019 | $933,000 | +5731.2% | 30,338 | +5790.9% | 0.27% | +3262.5% |
| Q3 2018 | $16,000 | – | 515 | – | 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% |