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 | $261,036 | -7.4% | 7,687 | -2.8% | 0.04% | +12.5% |
| Q2 2023 | $281,870 | +3.5% | 7,907 | +1.0% | 0.04% | 0.0% |
| Q1 2023 | $272,309 | +13.3% | 7,825 | +4.9% | 0.04% | +5.3% |
| Q4 2022 | $240,317 | +13.4% | 7,461 | -0.8% | 0.04% | 0.0% |
| Q3 2022 | $212,000 | -8.6% | 7,521 | +2.2% | 0.04% | -25.5% |
| Q2 2022 | $232,000 | -11.1% | 7,361 | +3.6% | 0.05% | 0.0% |
| Q1 2022 | $261,000 | -5.4% | 7,106 | +0.1% | 0.05% | -8.9% |
| Q4 2021 | $276,000 | +58.6% | 7,098 | +58.3% | 0.06% | +36.6% |
| Q3 2021 | $174,000 | -1.7% | 4,484 | 0.0% | 0.04% | -6.8% |
| Q2 2021 | $177,000 | – | 4,484 | – | 0.04% | – |
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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% |