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 | $3,173,000 | +3.4% | 86,400 | +9.4% | 1.04% | +15.2% |
| Q4 2021 | $3,070,000 | +9.3% | 78,980 | +8.8% | 0.90% | -15.0% |
| Q3 2021 | $2,809,000 | +22.8% | 72,592 | +25.2% | 1.06% | +8.8% |
| Q2 2021 | $2,287,000 | +10.8% | 57,968 | +5.6% | 0.98% | +2.6% |
| Q1 2021 | $2,065,000 | +43.8% | 54,893 | +37.7% | 0.95% | +5.2% |
| Q4 2020 | $1,436,000 | +43.9% | 39,876 | +25.5% | 0.90% | +16.2% |
| Q3 2020 | $998,000 | +252.7% | 31,775 | +234.2% | 0.78% | +168.9% |
| Q2 2020 | $283,000 | – | 9,509 | – | 0.29% | – |
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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% |