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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,638,257 | +8.5% | 81,908 | -5.2% | 0.35% | +0.3% |
| Q3 2022 | $2,432,000 | -39.9% | 86,443 | -32.8% | 0.35% | -37.1% |
| Q2 2022 | $4,047,000 | -28.9% | 128,665 | -16.9% | 0.55% | -12.9% |
| Q1 2022 | $5,688,000 | -28.1% | 154,900 | -23.8% | 0.63% | -20.5% |
| Q4 2021 | $7,906,000 | -16.4% | 203,385 | -16.8% | 0.80% | -24.5% |
| Q3 2021 | $9,458,000 | +3.6% | 244,405 | +5.6% | 1.06% | +4.5% |
| Q2 2021 | $9,130,000 | +32.2% | 231,425 | +29.7% | 1.01% | +25.2% |
| Q1 2021 | $6,905,000 | +10.7% | 178,470 | +3.1% | 0.81% | -0.1% |
| Q4 2020 | $6,235,000 | +35.1% | 173,145 | +17.8% | 0.81% | +15.9% |
| Q3 2020 | $4,615,000 | -2.9% | 146,960 | -8.0% | 0.70% | -8.0% |
| Q2 2020 | $4,751,000 | -0.3% | 159,705 | -13.4% | 0.76% | -14.1% |
| Q1 2020 | $4,764,000 | -23.3% | 184,370 | +0.6% | 0.88% | -2.3% |
| Q4 2019 | $6,209,000 | +30.9% | 183,266 | +23.1% | 0.90% | +19.0% |
| Q3 2019 | $4,742,000 | +3.6% | 148,851 | +4.4% | 0.76% | -1.6% |
| Q2 2019 | $4,577,000 | +7.2% | 142,629 | +4.6% | 0.77% | +1.4% |
| Q1 2019 | $4,270,000 | +11.6% | 136,370 | +1.0% | 0.76% | +0.1% |
| Q4 2018 | $3,827,000 | -17.9% | 134,985 | -2.9% | 0.76% | -1.3% |
| Q3 2018 | $4,660,000 | – | 138,970 | – | 0.77% | – |
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% |