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 | $313,111 | -23.9% | 9,220 | -20.1% | 0.14% | -23.3% |
| Q2 2023 | $411,187 | -0.6% | 11,534 | -2.9% | 0.18% | -13.7% |
| Q1 2023 | $413,563 | +18.0% | 11,884 | +9.2% | 0.20% | +4.1% |
| Q4 2022 | $350,477 | +8.5% | 10,881 | -5.3% | 0.20% | -8.0% |
| Q3 2022 | $323,000 | +12.5% | 11,491 | +25.9% | 0.21% | +10.4% |
| Q2 2022 | $287,000 | -43.1% | 9,128 | -33.6% | 0.19% | -50.9% |
| Q1 2022 | $504,000 | +13.0% | 13,739 | +19.8% | 0.39% | +40.4% |
| Q4 2021 | $446,000 | – | 11,473 | – | 0.28% | – |
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% |