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 2021 | $519,000 | -18.4% | 13,418 | -16.8% | 0.20% | -20.1% |
Q2 2021 | $636,000 | +53.6% | 16,126 | +46.7% | 0.25% | +46.0% |
Q1 2021 | $414,000 | -0.5% | 10,994 | -4.8% | 0.17% | -2.8% |
Q4 2020 | $416,000 | -25.0% | 11,552 | -34.6% | 0.18% | -34.4% |
Q3 2020 | $555,000 | -16.5% | 17,676 | -20.9% | 0.27% | -25.6% |
Q2 2020 | $665,000 | +27.4% | 22,349 | +10.7% | 0.37% | +2.5% |
Q1 2020 | $522,000 | -64.6% | 20,185 | -54.0% | 0.36% | -55.5% |
Q4 2019 | $1,475,000 | +4.1% | 43,870 | -1.4% | 0.80% | -9.2% |
Q3 2019 | $1,417,000 | +0.4% | 44,485 | +1.2% | 0.88% | +5.2% |
Q2 2019 | $1,411,000 | -4.3% | 43,963 | -6.6% | 0.84% | -4.3% |
Q1 2019 | $1,474,000 | +17.9% | 47,076 | +6.8% | 0.88% | +2.2% |
Q4 2018 | $1,250,000 | +431.9% | 44,078 | +528.2% | 0.86% | +489.0% |
Q3 2018 | $235,000 | – | 7,016 | – | 0.15% | – |
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% |