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 2022 | $4,000 | 0.0% | 157 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $4,000 | -20.0% | 157 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $5,000 | -95.3% | 157 | -94.2% | 0.00% | -95.8% |
| Q4 2021 | $106,000 | +1.0% | 2,729 | 0.0% | 0.02% | -11.1% |
| Q3 2021 | $105,000 | -1.9% | 2,729 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $107,000 | +3.9% | 2,729 | 0.0% | 0.03% | -6.9% |
| Q1 2021 | $103,000 | +10.8% | 2,729 | +6.1% | 0.03% | +3.6% |
| Q4 2020 | $93,000 | +1450.0% | 2,572 | +1107.5% | 0.03% | +1300.0% |
| Q3 2020 | $6,000 | 0.0% | 213 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $6,000 | +20.0% | 213 | +0.5% | 0.00% | 0.0% |
| Q1 2020 | $5,000 | -28.6% | 212 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $7,000 | +16.7% | 212 | +2.4% | 0.00% | 0.0% |
| Q3 2019 | $6,000 | 0.0% | 207 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $6,000 | – | 207 | – | 0.00% | – |
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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% |