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 | $590,699 | -53.7% | 17,394 | -51.4% | 0.00% | 0.0% |
| Q2 2023 | $1,277,122 | -70.5% | 35,824 | -4.4% | 0.00% | -80.0% |
| Q1 2023 | $4,324,484 | +810.2% | 37,456 | +56.5% | 0.01% | +150.0% |
| Q4 2022 | $475,136 | -27.0% | 23,933 | +3.5% | 0.00% | 0.0% |
| Q3 2022 | $651,000 | +79.8% | 23,129 | +101.2% | 0.00% | +100.0% |
| Q2 2022 | $362,000 | -54.9% | 11,495 | -47.3% | 0.00% | -50.0% |
| Q1 2022 | $802,000 | +102.0% | 21,832 | +114.0% | 0.00% | +100.0% |
| Q4 2021 | $397,000 | +8.2% | 10,203 | +7.6% | 0.00% | 0.0% |
| Q3 2021 | $367,000 | -18.6% | 9,478 | -17.1% | 0.00% | 0.0% |
| Q2 2021 | $451,000 | +9.2% | 11,435 | +4.2% | 0.00% | 0.0% |
| Q1 2021 | $413,000 | +14.4% | 10,973 | +9.5% | 0.00% | 0.0% |
| Q4 2020 | $361,000 | +5.9% | 10,023 | -7.7% | 0.00% | 0.0% |
| Q3 2020 | $341,000 | -30.8% | 10,859 | -43.1% | 0.00% | -50.0% |
| Q1 2020 | $493,000 | -56.6% | 19,070 | -43.5% | 0.00% | -50.0% |
| Q4 2019 | $1,136,000 | +2.8% | 33,770 | -2.6% | 0.00% | 0.0% |
| Q3 2019 | $1,105,000 | +0.5% | 34,668 | +1.1% | 0.00% | 0.0% |
| Q2 2019 | $1,100,000 | -57.5% | 34,276 | -58.5% | 0.00% | -60.0% |
| Q1 2019 | $2,589,000 | +176.6% | 82,681 | +150.4% | 0.01% | +150.0% |
| Q4 2018 | $936,000 | -25.2% | 33,014 | -11.6% | 0.00% | -20.0% |
| Q3 2018 | $1,252,000 | +0.5% | 37,342 | -1.0% | 0.01% | 0.0% |
| Q2 2018 | $1,246,000 | +5.3% | 37,707 | +7.5% | 0.01% | 0.0% |
| Q1 2018 | $1,183,000 | -16.0% | 35,089 | -15.1% | 0.01% | -16.7% |
| Q4 2017 | $1,408,000 | +3.2% | 41,317 | +1.3% | 0.01% | 0.0% |
| Q3 2017 | $1,365,000 | +196.1% | 40,792 | +164.5% | 0.01% | +100.0% |
| Q1 2017 | $461,000 | – | 15,421 | – | 0.00% | – |
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% |