SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 948 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $537,880 | -1.5% | 14,000 | 0.0% | 0.05% | -12.3% |
| Q1 2024 | $546,280 | +0.0% | 14,000 | -5.2% | 0.06% | -9.5% |
| Q4 2023 | $546,010 | +13.9% | 14,773 | +4.6% | 0.06% | -4.5% |
| Q3 2023 | $479,413 | -4.7% | 14,117 | 0.0% | 0.07% | -8.3% |
| Q2 2023 | $503,271 | +18207.4% | 14,117 | +17769.6% | 0.07% | – |
| Q1 2023 | $2,749 | +8.0% | 79 | 0.0% | 0.00% | -100.0% |
| Q4 2022 | $2,545 | -99.6% | 79 | -99.5% | 0.00% | -98.8% |
| Q4 2021 | $678,000 | – | 17,446 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Personal Capital Advisors Corp | 1,285,303 | $40,526,000 | 12.85% |
| VECTOR WEALTH MANAGEMENT, LLC | 333,477 | $10,515,000 | 7.43% |
| Charles Schwab Investment Advisory, Inc. | 5,881,684 | $185,449,000 | 6.91% |
| Summit Asset Management, LLC | 244,868 | $7,721,000 | 6.10% |
| NORTHWEST INVESTMENT COUNSELORS, LLC | 241,857 | $7,626,000 | 5.31% |
| PIERSHALE FINANCIAL GROUP, INC. | 114,270 | $3,603,000 | 5.23% |
| Apriem Advisors | 322,661 | $10,174,000 | 3.99% |
| Gateway Advisory, LLC | 204,544 | $6,449,000 | 3.56% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 562,653 | $17,740,000 | 3.38% |
| HBK Sorce Advisory LLC | 288,555 | $9,098,000 | 3.27% |