SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 941 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $327,000 | +37.4% | 8,213 | +7.1% | 0.02% | -56.9% |
| Q2 2020 | $238,000 | -54.8% | 7,667 | -58.8% | 0.05% | -69.6% |
| Q4 2018 | $527,000 | -40.2% | 18,607 | -29.3% | 0.17% | -35.1% |
| Q3 2018 | $882,000 | -0.1% | 26,305 | -1.6% | 0.26% | -6.8% |
| Q2 2018 | $883,000 | +51.2% | 26,732 | +54.2% | 0.28% | +25.2% |
| Q1 2018 | $584,000 | -20.0% | 17,339 | +3.6% | 0.22% | +18.1% |
| Q4 2017 | $730,000 | +30.4% | 16,736 | -4.7% | 0.19% | -66.1% |
| Q3 2017 | $560,000 | +2053.8% | 17,569 | +1986.6% | 0.56% | -82.5% |
| Q2 2017 | $26,000 | – | 842 | – | 3.16% | – |
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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% |