SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 941 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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $200,150 | -21.5% | 5,894 | -17.6% | 0.19% | -19.7% |
Q2 2023 | $255,104 | -7.3% | 7,156 | -9.5% | 0.23% | -12.1% |
Q1 2023 | $275,245 | +3.5% | 7,909 | -4.2% | 0.26% | +1.1% |
Q4 2022 | $266,007 | -5.7% | 8,259 | -17.6% | 0.26% | -17.9% |
Q3 2022 | $282,000 | -17.8% | 10,022 | -8.2% | 0.32% | -13.6% |
Q2 2022 | $343,000 | -19.5% | 10,914 | -5.9% | 0.37% | -12.8% |
Q1 2022 | $426,000 | -6.2% | 11,594 | -0.7% | 0.42% | -3.2% |
Q4 2021 | $454,000 | – | 11,674 | – | 0.44% | – |
Download |
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% |