SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 941 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2022 | $580,000 | -5.2% | 15,802 | +0.3% | 0.09% | -4.3% |
Q4 2021 | $612,000 | +1.2% | 15,755 | +0.8% | 0.09% | -18.4% |
Q3 2021 | $605,000 | +1.2% | 15,628 | +3.0% | 0.11% | -12.3% |
Q2 2021 | $598,000 | +5.1% | 15,168 | +0.2% | 0.13% | -1.5% |
Q1 2021 | $569,000 | +11.1% | 15,131 | +6.5% | 0.13% | +1.5% |
Q4 2020 | $512,000 | +24.3% | 14,209 | +8.2% | 0.13% | +11.1% |
Q3 2020 | $412,000 | +11.1% | 13,127 | +5.3% | 0.12% | 0.0% |
Q2 2020 | $371,000 | +20.1% | 12,472 | +4.2% | 0.12% | +3.5% |
Q1 2020 | $309,000 | -11.7% | 11,967 | +14.9% | 0.11% | +8.7% |
Q4 2019 | $350,000 | +12.5% | 10,414 | +6.8% | 0.10% | +5.1% |
Q3 2019 | $311,000 | +5.8% | 9,747 | +6.6% | 0.10% | +3.1% |
Q2 2019 | $294,000 | +9.7% | 9,147 | +6.9% | 0.10% | +4.3% |
Q1 2019 | $268,000 | +25.8% | 8,556 | +14.0% | 0.09% | +9.5% |
Q4 2018 | $213,000 | -12.0% | 7,507 | +4.0% | 0.08% | -2.3% |
Q3 2018 | $242,000 | +11.0% | 7,221 | +9.7% | 0.09% | +2.4% |
Q2 2018 | $218,000 | +1.4% | 6,583 | +3.4% | 0.08% | -3.4% |
Q1 2018 | $215,000 | +5.9% | 6,364 | +6.9% | 0.09% | +6.1% |
Q4 2017 | $203,000 | – | 5,953 | – | 0.08% | – |
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% |