SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 135 filers reported holding SCHWAB STRATEGIC TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,726,252 | -6.3% | 492,528 | -1.6% | 1.99% | -1.6% |
| Q2 2023 | $17,847,822 | -2.0% | 500,640 | -4.4% | 2.02% | -6.0% |
| Q1 2023 | $18,221,263 | +104487.7% | 523,600 | -3.2% | 2.15% | +3.6% |
| Q4 2022 | $17,422 | -99.9% | 540,898 | -7.3% | 2.08% | +9.8% |
| Q3 2022 | $16,419,000 | -8.7% | 583,675 | +2.1% | 1.89% | -2.7% |
| Q2 2022 | $17,975,000 | -10.4% | 571,540 | +4.7% | 1.94% | -7.9% |
| Q1 2022 | $20,054,000 | -4.2% | 546,123 | +1.4% | 2.11% | +5.9% |
| Q4 2021 | $20,933,000 | +4.3% | 538,540 | +3.9% | 1.99% | -4.3% |
| Q3 2021 | $20,061,000 | +3.0% | 518,362 | +5.0% | 2.08% | -4.7% |
| Q2 2021 | $19,481,000 | +7.0% | 493,826 | +2.0% | 2.19% | -0.5% |
| Q1 2021 | $18,209,000 | +9.3% | 484,026 | +4.6% | 2.20% | -0.0% |
| Q4 2020 | $16,664,000 | +22.1% | 462,763 | +6.5% | 2.20% | +5.3% |
| Q3 2020 | $13,648,000 | +7.3% | 434,659 | +1.6% | 2.09% | +1.4% |
| Q2 2020 | $12,725,000 | +15.2% | 427,725 | +0.1% | 2.06% | +0.4% |
| Q1 2020 | $11,043,000 | -13.8% | 427,351 | +12.3% | 2.05% | +1.9% |
| Q4 2019 | $12,804,000 | +11.0% | 380,712 | +5.1% | 2.01% | +2.4% |
| Q3 2019 | $11,538,000 | +9.2% | 362,141 | +10.0% | 1.96% | +5.3% |
| Q2 2019 | $10,569,000 | +8.0% | 329,352 | +5.4% | 1.86% | +1.5% |
| Q1 2019 | $9,785,000 | +16.6% | 312,508 | +5.6% | 1.84% | +6.4% |
| Q4 2018 | $8,393,000 | +4.9% | 296,053 | +24.1% | 1.73% | +16.5% |
| Q3 2018 | $8,000,000 | +15.7% | 238,616 | +14.1% | 1.48% | +11.1% |
| Q2 2018 | $6,914,000 | +7.0% | 209,219 | +9.2% | 1.34% | +4.6% |
| Q1 2018 | $6,461,000 | +14.9% | 191,663 | +16.2% | 1.28% | +16.1% |
| Q4 2017 | $5,622,000 | +5.5% | 165,013 | +3.7% | 1.10% | +0.7% |
| Q3 2017 | $5,327,000 | +16.6% | 159,159 | +10.8% | 1.09% | +7.8% |
| Q2 2017 | $4,567,000 | +15.2% | 143,702 | +8.3% | 1.01% | +14.6% |
| Q1 2017 | $3,963,000 | +38.1% | 132,654 | +28.0% | 0.88% | +30.0% |
| Q4 2016 | $2,869,000 | +6.4% | 103,657 | +10.6% | 0.68% | +5.4% |
| Q3 2016 | $2,697,000 | +16.1% | 93,681 | +9.4% | 0.64% | +12.8% |
| Q2 2016 | $2,322,000 | -3.0% | 85,659 | -3.1% | 0.57% | -4.2% |
| Q1 2016 | $2,395,000 | +8.9% | 88,361 | +10.7% | 0.60% | +7.4% |
| Q4 2015 | $2,199,000 | +4.2% | 79,811 | +3.4% | 0.56% | +3.0% |
| Q3 2015 | $2,111,000 | -5.3% | 77,156 | +5.5% | 0.54% | +0.4% |
| Q2 2015 | $2,229,000 | +0.5% | 73,165 | -0.3% | 0.54% | +0.6% |
| Q1 2015 | $2,219,000 | +8.8% | 73,418 | +4.1% | 0.53% | +3.9% |
| Q4 2014 | $2,039,000 | -3.1% | 70,537 | +4.0% | 0.51% | -8.7% |
| Q3 2014 | $2,104,000 | -1.1% | 67,842 | +5.2% | 0.56% | +1.1% |
| Q2 2014 | $2,127,000 | +8.1% | 64,514 | +3.2% | 0.56% | -5.1% |
| Q1 2014 | $1,968,000 | +16.4% | 62,490 | +16.5% | 0.59% | +25.2% |
| Q4 2013 | $1,691,000 | +10.2% | 53,638 | +6.2% | 0.47% | +0.9% |
| Q3 2013 | $1,534,000 | +17.1% | 50,489 | +5.0% | 0.46% | +10.7% |
| Q2 2013 | $1,310,000 | – | 48,102 | – | 0.42% | – |
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% |