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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $29,000 | -3.3% | 757 | +0.1% | 0.01% | -12.5% |
| Q2 2021 | $30,000 | +7.1% | 756 | 0.0% | 0.02% | -5.9% |
| Q1 2021 | $28,000 | +27.3% | 756 | +0.1% | 0.02% | -5.6% |
| Q3 2020 | $22,000 | 0.0% | 755 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $22,000 | -100.0% | 755 | -78.7% | 0.02% | -84.2% |
| Q1 2020 | $119,480,000 | +291314.6% | 3,544 | +177.1% | 0.11% | +178.0% |
| Q3 2019 | $41,000 | -68.5% | 1,279 | -68.5% | 0.04% | -64.3% |
| Q2 2019 | $130,000 | +2.4% | 4,059 | 0.0% | 0.12% | -1.7% |
| Q1 2019 | $127,000 | +10.4% | 4,059 | -0.0% | 0.12% | +5.4% |
| Q4 2018 | $115,000 | -99.9% | 4,060 | -4.4% | 0.11% | -5.9% |
| Q3 2018 | $142,466,000 | +0.2% | 4,249 | -1.2% | 0.12% | -8.5% |
| Q2 2018 | $142,180,000 | +19.0% | 4,301 | +21.4% | 0.13% | +13.2% |
| Q1 2018 | $119,480,000 | – | 3,544 | – | 0.11% | – |
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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% |