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 2023 | $1,200,774 | -4.7% | 35,358 | +0.1% | 0.11% | -3.5% |
| Q2 2023 | $1,259,425 | +2.7% | 35,327 | +0.2% | 0.12% | -5.0% |
| Q1 2023 | $1,226,436 | +8.0% | 35,242 | 0.0% | 0.12% | -0.8% |
| Q4 2022 | $1,135,158 | +7.7% | 35,242 | -6.0% | 0.12% | -1.6% |
| Q3 2022 | $1,054,000 | -10.6% | 37,475 | 0.0% | 0.12% | -4.6% |
| Q2 2022 | $1,179,000 | -11.2% | 37,475 | +3.7% | 0.13% | +0.8% |
| Q1 2022 | $1,327,000 | +2.2% | 36,142 | +8.2% | 0.13% | +11.2% |
| Q4 2021 | $1,298,000 | -37.6% | 33,399 | -36.2% | 0.12% | -45.8% |
| Q3 2021 | $2,080,000 | +0.7% | 52,365 | 0.0% | 0.21% | -0.5% |
| Q2 2021 | $2,066,000 | +30.7% | 52,365 | +24.6% | 0.22% | -8.1% |
| Q1 2021 | $1,581,000 | +52.9% | 42,032 | +46.3% | 0.23% | +41.8% |
| Q4 2020 | $1,034,000 | +95.1% | 28,727 | +70.3% | 0.16% | +71.9% |
| Q3 2020 | $530,000 | +5.6% | 16,872 | 0.0% | 0.10% | -3.0% |
| Q2 2020 | $502,000 | +37.9% | 16,872 | +19.8% | 0.10% | +13.8% |
| Q1 2020 | $364,000 | – | 14,083 | – | 0.09% | – |
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% |