SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 808 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $1,427,000 | -3.8% | 36,906 | -1.9% | 0.26% | -5.2% |
| Q2 2021 | $1,484,000 | +7.4% | 37,611 | +2.4% | 0.27% | -4.3% |
| Q1 2021 | $1,382,000 | -0.4% | 36,742 | -4.6% | 0.28% | +13.7% |
| Q4 2020 | $1,387,000 | +1.7% | 38,514 | -11.3% | 0.25% | -7.5% |
| Q3 2020 | $1,364,000 | -25.5% | 43,431 | -29.5% | 0.27% | -25.8% |
| Q2 2020 | $1,832,000 | -3.0% | 61,578 | -15.7% | 0.36% | -24.0% |
| Q1 2020 | $1,888,000 | -66.8% | 73,075 | -56.7% | 0.48% | -51.0% |
| Q4 2019 | $5,681,000 | +6.0% | 168,934 | +0.5% | 0.97% | -15.7% |
| Q3 2019 | $5,357,000 | +12.9% | 168,134 | +13.7% | 1.15% | +10.7% |
| Q2 2019 | $4,744,000 | – | 147,841 | – | 1.04% | – |
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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% |