SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 655 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 44.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $1,838,000 | -8.7% | 58,717 | -17.3% | 0.29% | -16.8% |
| Q4 2018 | $2,013,000 | +80.7% | 71,011 | +113.7% | 0.35% | +119.0% |
| Q3 2018 | $1,114,000 | +4.2% | 33,230 | +2.7% | 0.16% | +0.6% |
| Q2 2018 | $1,069,000 | +9.5% | 32,344 | +11.7% | 0.16% | +9.0% |
| Q1 2018 | $976,000 | +86.6% | 28,965 | +71.9% | 0.14% | +20.0% |
| Q3 2014 | $523,000 | -6.1% | 16,846 | -0.3% | 0.12% | -7.7% |
| Q2 2014 | $557,000 | +43.2% | 16,899 | +36.7% | 0.13% | +34.0% |
| Q1 2014 | $389,000 | +2.1% | 12,359 | +2.4% | 0.10% | +19.8% |
| Q4 2013 | $381,000 | -47.4% | 12,074 | -49.4% | 0.08% | -2.4% |
| Q3 2013 | $724,000 | +101.7% | 23,850 | +80.8% | 0.08% | -11.7% |
| Q2 2013 | $359,000 | – | 13,195 | – | 0.09% | – |
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% |