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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $67,563,000 | +2.7% | 1,738,166 | +2.3% | 13.94% | +2.1% |
| Q3 2021 | $65,761,000 | +0.3% | 1,699,263 | +2.2% | 13.66% | +1.4% |
| Q2 2021 | $65,593,000 | +7.6% | 1,662,677 | +2.6% | 13.47% | +1.0% |
| Q1 2021 | $60,955,000 | +3.9% | 1,620,280 | -0.6% | 13.33% | -0.1% |
| Q4 2020 | $58,680,000 | +20.5% | 1,629,545 | +5.1% | 13.34% | +4.8% |
| Q3 2020 | $48,677,000 | +67.3% | 1,550,230 | +58.5% | 12.73% | +52.7% |
| Q2 2020 | $29,097,000 | +16.7% | 978,042 | +1.3% | 8.34% | -6.8% |
| Q1 2020 | $24,939,000 | -33.5% | 965,137 | -13.5% | 8.95% | -22.3% |
| Q4 2019 | $37,511,000 | +2.7% | 1,115,402 | -2.7% | 11.51% | -6.4% |
| Q3 2019 | $36,527,000 | -4.4% | 1,146,483 | -3.7% | 12.29% | -11.1% |
| Q2 2019 | $38,224,000 | +33.7% | 1,191,140 | +30.4% | 13.83% | +26.9% |
| Q1 2019 | $28,593,000 | – | 913,216 | – | 10.89% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Riverpoint Wealth Management Holdings, LLC | 969,014 | $27,626,000 | 22.42% |
| Personal Capital Advisors Corp | 16,035,075 | $443,851,000 | 13.21% |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 710,982 | $19,680,000 | 12.84% |
| Live Your Vision, LLC | 913,058 | $25,273,000 | 10.74% |
| Financial Engines Advisors L.L.C. | 7,628,401 | $211,154,000 | 10.39% |
| APPLETON GROUP, LLC | 280,370 | $7,761,000 | 10.25% |
| Highland Private Wealth Management | 708,288 | $19,605,000 | 10.07% |
| HBK Sorce Advisory LLC | 1,948,781 | $53,942,000 | 9.75% |
| VECTOR WEALTH MANAGEMENT, LLC | 493,780 | $13,668,000 | 9.59% |
| BCWM, LLC | 740,584 | $20,500,000 | 9.54% |