SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 841 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $393,000 | +23.2% | 10,703 | +30.3% | 0.08% | +40.0% |
| Q4 2021 | $319,000 | +0.6% | 8,212 | +0.2% | 0.06% | -20.3% |
| Q3 2021 | $317,000 | +1.3% | 8,195 | +3.3% | 0.07% | 0.0% |
| Q2 2021 | $313,000 | +5.0% | 7,932 | +0.1% | 0.07% | -29.6% |
| Q1 2021 | $298,000 | +15.5% | 7,926 | +10.4% | 0.10% | +30.7% |
| Q4 2020 | $258,000 | -9.5% | 7,178 | -20.8% | 0.08% | -21.1% |
| Q3 2020 | $285,000 | +5.6% | 9,063 | -0.1% | 0.10% | +37.7% |
| Q2 2020 | $270,000 | +15.4% | 9,069 | +0.1% | 0.07% | -33.0% |
| Q1 2020 | $234,000 | -19.0% | 9,063 | -0.1% | 0.10% | +8.4% |
| Q3 2019 | $289,000 | -0.3% | 9,072 | +0.1% | 0.10% | +3.3% |
| Q2 2019 | $290,000 | -31.3% | 9,063 | -32.7% | 0.09% | -34.8% |
| Q1 2019 | $422,000 | – | 13,464 | – | 0.14% | – |
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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% |