SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 532 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $16,706 | +8.8% | 452 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $15,350 | +21.3% | 452 | +27.3% | 0.00% | +33.3% |
| Q2 2023 | $12,655 | +299.7% | 355 | +290.1% | 0.00% | +200.0% |
| Q1 2023 | $3,166 | +8.0% | 91 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $2,931 | -2.3% | 91 | -20.2% | 0.00% | 0.0% |
| Q3 2022 | $3,000 | +200.0% | 114 | +256.2% | 0.00% | – |
| Q2 2022 | $1,000 | – | 32 | +1500.0% | 0.00% | – |
| Q4 2020 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q3 2020 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q2 2020 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q1 2020 | $0 | – | 2 | -33.3% | 0.00% | – |
| Q3 2018 | $0 | – | 3 | +200.0% | 0.00% | – |
| Q2 2018 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q1 2018 | $0 | – | 1 | -66.7% | 0.00% | – |
| Q3 2017 | $0 | – | 3 | 0.0% | 0.00% | – |
| Q2 2017 | $0 | – | 3 | – | 0.00% | – |
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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% |