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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $246,239 | -18.4% | 7,497 | -9.3% | 0.08% | -10.0% |
| Q2 2023 | $301,699 | -3.7% | 8,268 | -8.1% | 0.09% | -11.8% |
| Q1 2023 | $313,165 | -2.4% | 8,999 | -1.3% | 0.10% | -7.3% |
| Q4 2022 | $320,771 | +16.2% | 9,118 | -0.5% | 0.11% | +4.8% |
| Q3 2022 | $276,000 | -20.7% | 9,166 | -17.1% | 0.10% | -25.5% |
| Q2 2022 | $348,000 | -13.0% | 11,059 | +0.4% | 0.14% | -0.7% |
| Q1 2022 | $400,000 | +37.5% | 11,014 | +47.3% | 0.14% | +23.5% |
| Q4 2021 | $291,000 | +5.8% | 7,477 | +5.4% | 0.12% | -13.5% |
| Q3 2021 | $275,000 | +1.1% | 7,097 | +2.9% | 0.13% | +3.1% |
| Q2 2021 | $272,000 | +3.4% | 6,899 | 0.0% | 0.13% | -2.3% |
| Q1 2021 | $263,000 | +7.3% | 6,899 | +1.3% | 0.13% | -24.1% |
| Q4 2020 | $245,000 | – | 6,812 | – | 0.17% | – |
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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% |