SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 856 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,786,868 | +3.5% | 111,510 | +8.7% | 0.65% | +5.7% |
Q2 2023 | $3,658,355 | +1.2% | 102,619 | -1.2% | 0.62% | -1.0% |
Q1 2023 | $3,614,375 | +7.5% | 103,861 | -0.5% | 0.62% | +4.5% |
Q4 2022 | $3,361,997 | +12.7% | 104,377 | -1.6% | 0.60% | +4.7% |
Q3 2022 | $2,984,000 | -12.9% | 106,085 | -2.7% | 0.57% | -6.9% |
Q2 2022 | $3,427,000 | -10.9% | 108,977 | +4.0% | 0.61% | +0.7% |
Q1 2022 | $3,846,000 | -4.0% | 104,736 | +2.4% | 0.61% | -1.3% |
Q4 2021 | $4,008,000 | -0.2% | 102,307 | -1.4% | 0.62% | -6.2% |
Q3 2021 | $4,017,000 | -3.0% | 103,786 | -1.2% | 0.66% | -3.4% |
Q2 2021 | $4,142,000 | +22.0% | 104,996 | +16.4% | 0.68% | +14.5% |
Q1 2021 | $3,394,000 | +12.1% | 90,211 | +7.2% | 0.59% | +15.8% |
Q4 2020 | $3,029,000 | +17.4% | 84,118 | +2.4% | 0.51% | +40.9% |
Q3 2020 | $2,580,000 | +9.0% | 82,169 | +3.2% | 0.36% | +1.1% |
Q2 2020 | $2,368,000 | +15.1% | 79,610 | -0.0% | 0.36% | -5.0% |
Q1 2020 | $2,058,000 | -17.6% | 79,644 | +7.2% | 0.38% | -5.5% |
Q4 2019 | $2,499,000 | +6.7% | 74,323 | +6.0% | 0.40% | +5.5% |
Q3 2019 | $2,342,000 | +19.1% | 70,126 | +14.5% | 0.38% | -54.5% |
Q2 2019 | $1,966,000 | +11.8% | 61,255 | +9.1% | 0.84% | +5.8% |
Q1 2019 | $1,758,000 | +37.0% | 56,161 | +24.1% | 0.79% | +22.1% |
Q4 2018 | $1,283,000 | -18.0% | 45,257 | -3.0% | 0.65% | -8.0% |
Q3 2018 | $1,565,000 | +46.4% | 46,673 | +44.3% | 0.70% | +34.0% |
Q2 2018 | $1,069,000 | +32.0% | 32,344 | +34.6% | 0.52% | +29.1% |
Q1 2018 | $810,000 | +0.7% | 24,038 | +1.8% | 0.41% | +3.0% |
Q4 2017 | $804,000 | +2.6% | 23,611 | +0.8% | 0.39% | +0.8% |
Q3 2017 | $784,000 | -0.5% | 23,431 | -5.4% | 0.39% | -3.5% |
Q2 2017 | $788,000 | +15.4% | 24,781 | +8.4% | 0.40% | +11.3% |
Q1 2017 | $683,000 | +12.3% | 22,851 | +4.1% | 0.36% | +13.4% |
Q4 2016 | $608,000 | – | 21,951 | – | 0.32% | – |
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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% |