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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $332,299 | -4.7% | 9,785 | 0.0% | 0.24% | +1.2% |
| Q2 2023 | $348,835 | +2.4% | 9,785 | 0.0% | 0.24% | -6.2% |
| Q1 2023 | $340,518 | +8.0% | 9,785 | 0.0% | 0.26% | +1.2% |
| Q4 2022 | $315,175 | +14.6% | 9,785 | 0.0% | 0.25% | +7.7% |
| Q3 2022 | $275,000 | -12.1% | 9,785 | 0.0% | 0.24% | -0.8% |
| Q2 2022 | $313,000 | -6.3% | 9,785 | 0.0% | 0.24% | +1.7% |
| Q1 2022 | $334,000 | -12.3% | 9,785 | 0.0% | 0.23% | -69.7% |
| Q4 2021 | $381,000 | -2.6% | 9,785 | 0.0% | 0.77% | +227.2% |
| Q3 2021 | $391,000 | +1.3% | 9,785 | 0.0% | 0.24% | -1.3% |
| Q2 2021 | $386,000 | +4.9% | 9,785 | 0.0% | 0.24% | -2.1% |
| Q1 2021 | $368,000 | +4.5% | 9,785 | 0.0% | 0.24% | +12.5% |
| Q4 2020 | $352,000 | – | 9,785 | – | 0.22% | – |
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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% |