SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 941 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.07 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $12,086,000 | -4.8% | 329,128 | +0.8% | 6.85% | -20.5% |
| Q4 2021 | $12,692,000 | +2.4% | 326,534 | +2.0% | 8.62% | -3.9% |
| Q3 2021 | $12,390,000 | -6.2% | 320,144 | -4.3% | 8.97% | -3.7% |
| Q2 2021 | $13,202,000 | +2.4% | 334,656 | -2.3% | 9.31% | -5.2% |
| Q1 2021 | $12,888,000 | +3.0% | 342,580 | -1.4% | 9.82% | -5.3% |
| Q4 2020 | $12,507,000 | +20.2% | 347,320 | +4.8% | 10.37% | +3.5% |
| Q3 2020 | $10,409,000 | +7.3% | 331,495 | +1.6% | 10.02% | +1.6% |
| Q2 2020 | $9,702,000 | +8.4% | 326,115 | +0.5% | 9.86% | -5.8% |
| Q1 2020 | $8,949,000 | -14.3% | 324,592 | +4.5% | 10.47% | -2.0% |
| Q4 2019 | $10,444,000 | – | 310,550 | – | 10.68% | – |
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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% |