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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $124,896 | -46.6% | 3,878 | -35.9% | 0.05% | -43.2% |
| Q3 2021 | $234,000 | -91.6% | 6,047 | -91.4% | 0.09% | -93.2% |
| Q2 2021 | $2,786,000 | +4.4% | 70,615 | -0.4% | 1.30% | +517.1% |
| Q1 2021 | $2,668,000 | +4.0% | 70,924 | -0.5% | 0.21% | -44.6% |
| Q4 2020 | $2,566,000 | +11.2% | 71,251 | -3.0% | 0.38% | +8.9% |
| Q3 2020 | $2,307,000 | +4.4% | 73,457 | -1.1% | 0.35% | -42.8% |
| Q2 2020 | $2,209,000 | -46.7% | 74,265 | -53.7% | 0.61% | -45.5% |
| Q1 2020 | $4,148,000 | +39.6% | 160,548 | +81.6% | 1.12% | +12.3% |
| Q4 2019 | $2,972,000 | +1.9% | 88,386 | -3.5% | 1.00% | -13.3% |
| Q3 2019 | $2,917,000 | -1.9% | 91,553 | -1.2% | 1.15% | +6.6% |
| Q2 2019 | $2,973,000 | – | 92,633 | – | 1.08% | – |
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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% |