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 2023 | $222,969 | -12.2% | 6,566 | -18.7% | 0.01% | -25.0% |
| Q2 2022 | $254,000 | -14.2% | 8,074 | +0.2% | 0.02% | -15.8% |
| Q1 2022 | $296,000 | -7.8% | 8,060 | -2.6% | 0.02% | -5.0% |
| Q4 2021 | $321,000 | -0.3% | 8,271 | -0.7% | 0.02% | -9.1% |
| Q3 2021 | $322,000 | +13.0% | 8,331 | -24.6% | 0.02% | -80.0% |
| Q1 2020 | $285,000 | -25.8% | 11,045 | -3.4% | 0.11% | -6.8% |
| Q4 2019 | $384,000 | +11.0% | 11,432 | +5.2% | 0.12% | -10.6% |
| Q3 2019 | $346,000 | – | 10,867 | – | 0.13% | – |
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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% |