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 | $223 | -7.9% | 6,554 | -3.3% | 0.02% | -5.9% |
| Q2 2023 | $242 | -10.0% | 6,779 | -12.3% | 0.02% | -15.0% |
| Q1 2023 | $269 | +10.2% | 7,734 | +1.9% | 0.02% | +5.3% |
| Q4 2022 | $244 | -99.9% | 7,589 | -0.2% | 0.02% | +5.6% |
| Q3 2022 | $214,000 | -10.5% | 7,603 | 0.0% | 0.02% | -5.3% |
| Q2 2022 | $239,000 | -7.4% | 7,603 | +8.1% | 0.02% | +18.8% |
| Q1 2022 | $258,000 | -5.5% | 7,035 | 0.0% | 0.02% | +6.7% |
| Q4 2021 | $273,000 | -59.1% | 7,035 | -59.2% | 0.02% | -62.5% |
| Q3 2021 | $668,000 | +2.9% | 17,260 | +4.9% | 0.04% | +2.6% |
| Q2 2021 | $649,000 | +29.0% | 16,455 | +23.1% | 0.04% | +14.7% |
| Q1 2021 | $503,000 | – | 13,370 | – | 0.03% | – |
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% |