SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 841 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,917,959 | -5.3% | 56,477 | -0.6% | 0.47% | -10.1% |
| Q2 2023 | $2,025,206 | +3.1% | 56,808 | +0.6% | 0.52% | -6.3% |
| Q1 2023 | $1,964,460 | +6.1% | 56,450 | -1.8% | 0.56% | +2.8% |
| Q4 2022 | $1,851,914 | +176.0% | 57,495 | +140.9% | 0.54% | +175.6% |
| Q3 2022 | $671,000 | -13.5% | 23,867 | -3.3% | 0.20% | -7.9% |
| Q2 2022 | $776,000 | -14.9% | 24,673 | -0.7% | 0.21% | +20.2% |
| Q1 2022 | $912,000 | -7.0% | 24,847 | -1.5% | 0.18% | -1.7% |
| Q4 2021 | $981,000 | +0.6% | 25,233 | +0.1% | 0.18% | -6.7% |
| Q3 2021 | $975,000 | -7.8% | 25,197 | -6.1% | 0.19% | -9.3% |
| Q2 2021 | $1,058,000 | +4.9% | 26,830 | 0.0% | 0.21% | -0.9% |
| Q1 2021 | $1,009,000 | -9.4% | 26,830 | -13.2% | 0.22% | -10.0% |
| Q4 2020 | $1,114,000 | -45.5% | 30,924 | -52.5% | 0.24% | -33.0% |
| Q3 2020 | $2,044,000 | +4.3% | 65,098 | -1.2% | 0.36% | -16.2% |
| Q2 2020 | $1,959,000 | – | 65,859 | – | 0.43% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Riverpoint Wealth Management Holdings, LLC | 969,014 | $27,626,000 | 22.42% |
| Personal Capital Advisors Corp | 16,035,075 | $443,851,000 | 13.21% |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 710,982 | $19,680,000 | 12.84% |
| Live Your Vision, LLC | 913,058 | $25,273,000 | 10.74% |
| Financial Engines Advisors L.L.C. | 7,628,401 | $211,154,000 | 10.39% |
| APPLETON GROUP, LLC | 280,370 | $7,761,000 | 10.25% |
| Highland Private Wealth Management | 708,288 | $19,605,000 | 10.07% |
| HBK Sorce Advisory LLC | 1,948,781 | $53,942,000 | 9.75% |
| VECTOR WEALTH MANAGEMENT, LLC | 493,780 | $13,668,000 | 9.59% |
| BCWM, LLC | 740,584 | $20,500,000 | 9.54% |