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 | $337,593 | -1.7% | 9,941 | +3.2% | 0.10% | +1.1% |
| Q2 2023 | $343,270 | +0.6% | 9,629 | -1.8% | 0.09% | -4.1% |
| Q1 2023 | $341,210 | +3.0% | 9,805 | -4.6% | 0.10% | -3.9% |
| Q4 2022 | $331,180 | +13.4% | 10,282 | -1.0% | 0.10% | +3.0% |
| Q3 2022 | $292,127 | -14.6% | 10,385 | -4.5% | 0.10% | -10.0% |
| Q2 2022 | $342,106 | -15.6% | 10,878 | -1.5% | 0.11% | -12.0% |
| Q1 2022 | $405,426 | -5.5% | 11,041 | +0.0% | 0.12% | -3.8% |
| Q4 2021 | $428,954 | +2.2% | 11,036 | +1.8% | 0.13% | -7.8% |
| Q3 2021 | $419,580 | -2.8% | 10,842 | -0.9% | 0.14% | -9.6% |
| Q2 2021 | $431,459 | +4.5% | 10,937 | -0.3% | 0.16% | -5.5% |
| Q1 2021 | $412,878 | +3.0% | 10,975 | -1.4% | 0.16% | -1.8% |
| Q4 2020 | $400,917 | +16.3% | 11,133 | +1.4% | 0.17% | +3.7% |
| Q3 2020 | $344,696 | +5.6% | 10,978 | +0.0% | 0.16% | 0.0% |
| Q2 2020 | $326,485 | +14.3% | 10,974 | -0.7% | 0.16% | -6.9% |
| Q1 2020 | $285,588 | -20.5% | 11,052 | +3.5% | 0.17% | -4.9% |
| Q4 2019 | $359,106 | +22.2% | 10,678 | +15.8% | 0.18% | +8.9% |
| Q3 2019 | $293,761 | -4.0% | 9,220 | -3.3% | 0.17% | -7.7% |
| Q2 2019 | $306,107 | +3.7% | 9,539 | +1.2% | 0.18% | -4.2% |
| Q1 2019 | $295,159 | – | 9,427 | – | 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% |