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 | $552,156 | -4.7% | 16,259 | +0.0% | 0.04% | +2.5% |
| Q2 2023 | $579,491 | +1.9% | 16,255 | -0.5% | 0.04% | -4.8% |
| Q1 2023 | $568,771 | +10.7% | 16,344 | +2.5% | 0.04% | 0.0% |
| Q4 2022 | $513,846 | +13.2% | 15,953 | -1.2% | 0.04% | -4.5% |
| Q3 2022 | $454,000 | -9.0% | 16,141 | +1.7% | 0.04% | -6.4% |
| Q2 2022 | $499,000 | -14.4% | 15,864 | 0.0% | 0.05% | +6.8% |
| Q1 2022 | $583,000 | -28.9% | 15,864 | -24.8% | 0.04% | -27.9% |
| Q4 2021 | $820,000 | +33.6% | 21,097 | +33.0% | 0.06% | +24.5% |
| Q3 2021 | $614,000 | -2.1% | 15,864 | 0.0% | 0.05% | -3.9% |
| Q2 2021 | $627,000 | +5.0% | 15,864 | 0.0% | 0.05% | -7.3% |
| Q1 2021 | $597,000 | +4.6% | 15,864 | 0.0% | 0.06% | -8.3% |
| Q4 2020 | $571,000 | +14.7% | 15,864 | 0.0% | 0.06% | -10.4% |
| Q3 2020 | $498,000 | +5.5% | 15,864 | 0.0% | 0.07% | -19.3% |
| Q2 2020 | $472,000 | +15.1% | 15,864 | 0.0% | 0.08% | +6.4% |
| Q1 2020 | $410,000 | -39.3% | 15,864 | -21.1% | 0.08% | -28.4% |
| Q4 2019 | $676,000 | +6.3% | 20,109 | +0.5% | 0.11% | +6.9% |
| Q3 2019 | $636,000 | -0.8% | 20,018 | +0.2% | 0.10% | -7.3% |
| Q2 2019 | $641,000 | -5.2% | 19,985 | -1.0% | 0.11% | -44.2% |
| Q3 2017 | $676,000 | +5.5% | 20,184 | 0.0% | 0.20% | -3.0% |
| Q2 2017 | $641,000 | +6.3% | 20,184 | 0.0% | 0.20% | -1.5% |
| Q1 2017 | $603,000 | +7.9% | 20,184 | 0.0% | 0.21% | -13.8% |
| Q4 2016 | $559,000 | – | 20,184 | – | 0.24% | – |
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% |