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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $2,458,000 | +4.9% | 68,269 | -8.5% | 1.43% | -2.3% |
| Q3 2020 | $2,344,000 | +3.9% | 74,640 | -1.6% | 1.46% | +2.9% |
| Q2 2020 | $2,256,000 | +39.4% | 75,821 | +21.1% | 1.42% | +23.7% |
| Q1 2020 | $1,618,000 | +19.4% | 62,634 | +56.7% | 1.15% | +23.1% |
| Q4 2019 | $1,355,000 | +4.9% | 39,977 | -1.4% | 0.93% | +0.3% |
| Q3 2019 | $1,292,000 | -1.6% | 40,552 | -0.9% | 0.93% | -6.8% |
| Q2 2019 | $1,313,000 | +1.2% | 40,928 | -1.2% | 1.00% | -5.2% |
| Q1 2019 | $1,297,000 | -15.1% | 41,424 | -23.2% | 1.05% | +4.5% |
| Q4 2018 | $1,528,000 | +26.6% | 53,911 | +49.7% | 1.01% | -7.9% |
| Q3 2018 | $1,207,000 | +3.6% | 36,002 | +2.1% | 1.10% | -2.9% |
| Q2 2018 | $1,165,000 | +0.3% | 35,256 | +2.4% | 1.13% | -5.8% |
| Q1 2018 | $1,161,000 | -4.3% | 34,428 | -3.3% | 1.20% | -5.7% |
| Q4 2017 | $1,213,000 | – | 35,599 | – | 1.27% | – |
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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% |