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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $962,175 | -4.1% | 28,333 | +0.6% | 0.26% | +1.2% |
| Q2 2023 | $1,003,604 | +5.7% | 28,152 | +3.2% | 0.25% | -2.3% |
| Q1 2023 | $949,330 | +0.5% | 27,280 | -7.0% | 0.26% | -7.5% |
| Q4 2022 | $944,964 | -9.2% | 29,338 | -11.3% | 0.28% | -12.7% |
| Q2 2022 | $1,041,000 | +153.3% | 33,089 | +195.8% | 0.32% | +192.7% |
| Q1 2022 | $411,000 | -5.3% | 11,186 | +0.3% | 0.11% | +18.3% |
| Q4 2021 | $434,000 | +100.9% | 11,156 | +64.7% | 0.09% | +4.5% |
| Q3 2019 | $216,000 | – | 6,772 | – | 0.09% | – |
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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% |