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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,085,665 | +190.3% | 33,706 | +255.2% | 0.08% | +207.7% |
| Q2 2021 | $374,000 | +5.4% | 9,489 | +0.5% | 0.03% | -7.1% |
| Q1 2021 | $355,000 | +23.7% | 9,445 | +18.7% | 0.03% | +7.7% |
| Q4 2020 | $287,000 | +18.6% | 7,959 | +3.4% | 0.03% | 0.0% |
| Q3 2020 | $242,000 | -12.6% | 7,696 | -17.4% | 0.03% | -25.7% |
| Q2 2020 | $277,000 | -28.1% | 9,318 | -37.4% | 0.04% | -42.6% |
| Q1 2020 | $385,000 | -97.7% | 14,884 | -97.0% | 0.06% | -97.4% |
| Q4 2019 | $16,892,000 | – | 502,285 | – | 2.33% | – |
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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% |