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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $333 | -99.9% | 9,572 | -34.7% | 0.03% | -21.2% |
| Q4 2021 | $570,000 | -4.2% | 14,652 | -4.7% | 0.03% | -17.5% |
| Q3 2021 | $595,000 | -5.4% | 15,376 | -3.5% | 0.04% | -4.8% |
| Q2 2021 | $629,000 | -51.6% | 15,932 | -51.6% | 0.04% | -6.7% |
| Q1 2021 | $1,299,000 | -10.5% | 32,946 | -18.2% | 0.04% | -27.4% |
| Q4 2020 | $1,451,000 | +12.9% | 40,284 | -1.6% | 0.06% | -3.1% |
| Q3 2020 | $1,285,000 | +81.2% | 40,935 | +71.8% | 0.06% | +64.1% |
| Q2 2020 | $709,000 | +75.1% | 23,821 | +52.0% | 0.04% | +30.0% |
| Q1 2020 | $405,000 | -5.6% | 15,674 | +22.7% | 0.03% | -9.1% |
| Q4 2019 | $429,000 | -32.5% | 12,770 | -36.0% | 0.03% | -37.7% |
| Q3 2019 | $636,000 | -61.1% | 19,959 | -65.4% | 0.05% | -77.2% |
| Q4 2018 | $1,636,000 | – | 57,702 | – | 0.23% | – |
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% |