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 2023 | $130,081 | +54.1% | 3,830 | +61.8% | 0.02% | +50.0% |
Q2 2023 | $84,398 | +3.2% | 2,367 | +0.8% | 0.01% | -36.4% |
Q1 2023 | $81,746 | -14.4% | 2,349 | -20.7% | 0.02% | -40.5% |
Q4 2022 | $95,472 | +15.0% | 2,964 | +0.1% | 0.04% | -2.6% |
Q3 2022 | $83,000 | +18.6% | 2,962 | +32.4% | 0.04% | +18.8% |
Q2 2022 | $70,000 | +32.1% | 2,237 | +54.8% | 0.03% | +52.4% |
Q1 2022 | $53,000 | -5.4% | 1,445 | 0.0% | 0.02% | -12.5% |
Q4 2021 | $56,000 | 0.0% | 1,445 | +0.2% | 0.02% | -14.3% |
Q3 2021 | $56,000 | -1.8% | 1,442 | 0.0% | 0.03% | -6.7% |
Q2 2021 | $57,000 | +5.6% | 1,442 | +0.1% | 0.03% | -16.7% |
Q1 2021 | $54,000 | +3.8% | 1,441 | 0.0% | 0.04% | -7.7% |
Q4 2020 | $52,000 | +15.6% | 1,441 | +0.1% | 0.04% | -4.9% |
Q3 2020 | $45,000 | +2.3% | 1,439 | -3.4% | 0.04% | -6.8% |
Q2 2020 | $44,000 | -82.3% | 1,490 | -84.5% | 0.04% | -77.6% |
Q1 2020 | $249,000 | -46.9% | 9,619 | -31.1% | 0.20% | -31.0% |
Q4 2019 | $469,000 | – | 13,956 | – | 0.28% | – |
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% |