SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 808 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $19,330,000 | -7.2% | 526,403 | -1.7% | 11.99% | -13.4% |
| Q4 2021 | $20,820,000 | -12.2% | 535,610 | -12.6% | 13.84% | -12.5% |
| Q3 2021 | $23,718,000 | -1.9% | 612,866 | -0.0% | 15.81% | -1.9% |
| Q2 2021 | $24,178,000 | +23.5% | 612,889 | +17.8% | 16.12% | +3.4% |
| Q1 2021 | $19,575,000 | -9.6% | 520,347 | -13.5% | 15.59% | -7.3% |
| Q4 2020 | $21,659,000 | +15.5% | 601,477 | +0.7% | 16.82% | +5.8% |
| Q3 2020 | $18,758,000 | +7.3% | 597,378 | +1.6% | 15.90% | -0.7% |
| Q2 2020 | $17,486,000 | +19.9% | 587,750 | +4.2% | 16.01% | +26.7% |
| Q1 2020 | $14,578,000 | -17.0% | 564,159 | +8.1% | 12.64% | -24.1% |
| Q4 2019 | $17,556,000 | – | 522,039 | – | 16.64% | – |
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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% |