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 | $88,907 | -4.7% | 2,618 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $93,332 | +2.4% | 2,618 | 0.0% | 0.03% | +8.3% |
| Q1 2023 | $91,106 | +8.0% | 2,618 | 0.0% | 0.02% | -4.0% |
| Q4 2022 | $84,326 | +14.0% | 2,618 | 0.0% | 0.02% | +8.7% |
| Q3 2022 | $74,000 | +393.3% | 2,618 | +450.0% | 0.02% | +360.0% |
| Q2 2022 | $15,000 | -11.8% | 476 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $17,000 | -10.5% | 476 | 0.0% | 0.01% | -16.7% |
| Q4 2021 | $19,000 | +5.6% | 476 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $18,000 | -5.3% | 476 | 0.0% | 0.01% | -14.3% |
| Q2 2021 | $19,000 | +5.6% | 476 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $18,000 | +5.9% | 476 | 0.0% | 0.01% | -12.5% |
| Q4 2020 | $17,000 | +13.3% | 476 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $15,000 | +7.1% | 476 | 0.0% | 0.01% | -11.1% |
| Q2 2020 | $14,000 | +16.7% | 476 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $12,000 | -25.0% | 476 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $16,000 | +6.7% | 476 | 0.0% | 0.01% | +12.5% |
| Q3 2019 | $15,000 | 0.0% | 476 | 0.0% | 0.01% | -11.1% |
| Q2 2019 | $15,000 | 0.0% | 476 | 0.0% | 0.01% | -30.8% |
| Q1 2019 | $15,000 | +36.4% | 476 | +26.6% | 0.01% | +8.3% |
| Q4 2018 | $11,000 | – | 376 | – | 0.01% | – |
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% |