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 | $470,661 | -4.8% | 13,859 | -0.1% | 0.24% | -1.2% |
| Q2 2023 | $494,582 | +2.4% | 13,873 | -0.0% | 0.24% | -3.2% |
| Q1 2023 | $482,879 | +8.2% | 13,876 | +0.2% | 0.25% | -1.6% |
| Q4 2022 | $446,264 | +15.6% | 13,855 | +0.8% | 0.25% | +5.0% |
| Q3 2022 | $386,000 | -8.1% | 13,739 | +6.1% | 0.24% | +0.8% |
| Q2 2022 | $420,000 | +1.7% | 12,953 | +8.7% | 0.24% | +7.1% |
| Q1 2022 | $413,000 | -9.0% | 11,915 | +0.1% | 0.22% | -5.9% |
| Q4 2021 | $454,000 | +4.4% | 11,900 | +10.6% | 0.24% | +6.2% |
| Q3 2021 | $435,000 | +3.3% | 10,759 | +2.4% | 0.22% | -2.6% |
| Q2 2021 | $421,000 | +38.5% | 10,502 | +33.2% | 0.23% | +31.4% |
| Q1 2021 | $304,000 | – | 7,882 | – | 0.18% | – |
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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% |