SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 941 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.07 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $264,807 | +0.2% | 7,798 | +5.2% | 0.01% | 0.0% |
| Q2 2023 | $264,153 | +7.0% | 7,410 | +4.5% | 0.01% | 0.0% |
| Q1 2023 | $246,872 | -17.4% | 7,094 | -23.6% | 0.01% | -18.2% |
| Q4 2022 | $298,942 | +4.9% | 9,281 | -8.3% | 0.01% | -8.3% |
| Q3 2022 | $285,000 | -42.5% | 10,124 | -35.8% | 0.01% | -20.0% |
| Q2 2022 | $496,000 | +121.4% | 15,771 | +158.7% | 0.02% | +7.1% |
| Q1 2022 | $224,000 | – | 6,096 | – | 0.01% | – |
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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% |