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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $314,130 | -18.2% | 9,250 | -14.1% | 0.08% | -26.7% |
| Q2 2023 | $384,093 | -25.4% | 10,774 | -27.2% | 0.10% | -38.6% |
| Q1 2023 | $515,179 | +13.9% | 14,804 | +5.4% | 0.17% | -0.6% |
| Q4 2022 | $452,486 | +8.0% | 14,048 | -5.7% | 0.17% | +10.3% |
| Q3 2022 | $419,000 | -1.9% | 14,902 | +9.9% | 0.16% | +4.0% |
| Q2 2022 | $427,000 | -4.0% | 13,565 | +12.0% | 0.15% | +14.5% |
| Q1 2022 | $445,000 | +43.1% | 12,109 | +51.2% | 0.13% | +45.6% |
| Q4 2021 | $311,000 | – | 8,007 | – | 0.09% | – |
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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% |