SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 718 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 1.74 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,048,444 | -5.6% | 31,300 | +0.5% | 0.19% | -5.1% |
| Q2 2023 | $1,110,472 | +2.7% | 31,150 | +0.3% | 0.20% | -6.2% |
| Q1 2023 | $1,080,910 | +5.1% | 31,061 | -2.7% | 0.21% | -3.7% |
| Q4 2022 | $1,028,099 | +26.3% | 31,919 | +10.6% | 0.22% | +12.4% |
| Q3 2022 | $814,000 | +18.0% | 28,849 | +31.3% | 0.19% | +18.3% |
| Q2 2022 | $690,000 | -0.4% | 21,974 | +16.9% | 0.16% | +18.0% |
| Q1 2022 | $693,000 | -3.2% | 18,794 | +2.2% | 0.14% | -2.8% |
| Q4 2021 | $716,000 | +11.5% | 18,383 | +10.8% | 0.14% | -28.1% |
| Q3 2021 | $642,000 | +10.1% | 16,595 | +11.8% | 0.20% | +15.7% |
| Q2 2021 | $583,000 | -3.2% | 14,848 | -10.3% | 0.17% | -27.1% |
| Q4 2020 | $602,000 | +14.7% | 16,554 | -1.2% | 0.24% | -14.2% |
| Q3 2020 | $525,000 | -9.9% | 16,747 | -14.4% | 0.28% | -32.3% |
| Q2 2020 | $583,000 | +11.7% | 19,556 | -3.0% | 0.41% | -21.3% |
| Q1 2020 | $522,000 | -19.2% | 20,159 | +4.6% | 0.52% | -4.8% |
| Q4 2019 | $646,000 | – | 19,266 | – | 0.54% | – |
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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% |