SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 666 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 6.47 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $211,673 | +21.0% | 6,233 | -8.0% | 0.00% | -25.0% |
| Q1 2020 | $175,000 | -22.9% | 6,774 | +0.4% | 0.00% | -20.0% |
| Q4 2019 | $227,000 | +7.6% | 6,745 | +1.8% | 0.01% | 0.0% |
| Q3 2019 | $211,000 | -0.5% | 6,623 | +0.3% | 0.01% | 0.0% |
| Q2 2019 | $212,000 | +2.9% | 6,600 | +0.3% | 0.01% | 0.0% |
| Q1 2019 | $206,000 | +15.1% | 6,577 | +4.3% | 0.01% | +25.0% |
| Q4 2018 | $179,000 | +11.2% | 6,304 | +31.2% | 0.00% | 0.0% |
| Q3 2017 | $161,000 | +5.2% | 4,805 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $153,000 | +9.3% | 4,805 | +2.3% | 0.00% | 0.0% |
| Q1 2017 | $140,000 | – | 4,697 | – | 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% |