SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 841 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $910,000 | -4.7% | 26,795 | 0.0% | 0.13% | +20.7% |
| Q2 2023 | $955,000 | +3.2% | 26,795 | +0.9% | 0.11% | -3.5% |
| Q1 2023 | $925,000 | +3.2% | 26,566 | -4.5% | 0.12% | -10.9% |
| Q4 2022 | $896,000 | +15.2% | 27,806 | +0.5% | 0.13% | -2.3% |
| Q3 2022 | $778,000 | -10.6% | 27,670 | +0.0% | 0.13% | -17.0% |
| Q2 2022 | $870,000 | -16.3% | 27,664 | -2.3% | 0.16% | -4.8% |
| Q1 2022 | $1,040,000 | -80.9% | 28,327 | -79.8% | 0.17% | -80.1% |
| Q4 2021 | $5,453,000 | +373.8% | 140,288 | +371.6% | 0.84% | +346.8% |
| Q3 2021 | $1,151,000 | -1.9% | 29,749 | +0.0% | 0.19% | +8.0% |
| Q2 2021 | $1,173,000 | +3.6% | 29,743 | -1.1% | 0.17% | -9.8% |
| Q1 2021 | $1,132,000 | – | 30,083 | – | 0.19% | – |
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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% |