SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 808 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $323,159 | -43.9% | 9,516 | -41.1% | 0.02% | -46.3% |
Q2 2023 | $576,172 | -22.2% | 16,162 | -24.1% | 0.04% | -28.1% |
Q1 2023 | $740,679 | +8.3% | 21,284 | +0.3% | 0.06% | -14.9% |
Q4 2022 | $683,821 | +14.4% | 21,230 | -0.2% | 0.07% | +8.1% |
Q3 2022 | $598,000 | -14.9% | 21,274 | -4.9% | 0.06% | -6.1% |
Q2 2022 | $703,000 | -27.8% | 22,374 | -15.7% | 0.07% | -19.5% |
Q1 2022 | $974,000 | -4.1% | 26,526 | +1.5% | 0.08% | -3.5% |
Q4 2021 | $1,016,000 | -7.4% | 26,123 | -7.9% | 0.08% | -31.5% |
Q3 2021 | $1,097,000 | +4.4% | 28,364 | +6.4% | 0.12% | -1.6% |
Q2 2021 | $1,051,000 | +14.1% | 26,652 | +8.8% | 0.13% | -14.3% |
Q1 2021 | $921,000 | +27.7% | 24,501 | +22.2% | 0.15% | -2.6% |
Q4 2020 | $721,000 | -7.7% | 20,042 | -19.5% | 0.15% | -21.4% |
Q3 2020 | $781,000 | +34.0% | 24,887 | +26.8% | 0.19% | +14.3% |
Q2 2020 | $583,000 | -57.3% | 19,624 | -62.8% | 0.17% | -63.9% |
Q1 2020 | $1,365,000 | +91.2% | 52,813 | +148.6% | 0.47% | +29.4% |
Q4 2019 | $714,000 | -14.6% | 21,246 | -19.0% | 0.36% | -14.9% |
Q3 2019 | $836,000 | +435.9% | 26,225 | +426.7% | 0.42% | +218.0% |
Q1 2019 | $156,000 | – | 4,979 | – | 0.13% | – |
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% |