SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 856 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,490 | -4.7% | 250 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $8,913 | +2.4% | 250 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $8,700 | +8.0% | 250 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $8,053 | -24.7% | 250 | -34.2% | 0.00% | -25.0% |
| Q3 2022 | $10,689 | -10.6% | 380 | 0.0% | 0.00% | -20.0% |
| Q2 2022 | $11,951 | -53.5% | 380 | -45.7% | 0.01% | -44.4% |
| Q1 2022 | $25,704 | -33.9% | 700 | -30.0% | 0.01% | -47.1% |
| Q4 2021 | $38,870 | -33.7% | 1,000 | -33.9% | 0.02% | -37.0% |
| Q3 2021 | $58,592 | +481.1% | 1,514 | +440.7% | 0.03% | +440.0% |
| Q4 2020 | $10,083 | +14.7% | 280 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $8,792 | +5.5% | 280 | 0.0% | 0.01% | -16.7% |
| Q2 2020 | $8,330 | -23.2% | 280 | -33.3% | 0.01% | -40.0% |
| Q1 2020 | $10,853 | -96.1% | 420 | -95.0% | 0.01% | -95.4% |
| Q4 2019 | $280,777 | – | 8,349 | – | 0.22% | – |
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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% |