SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 113 filers reported holding SCHWAB STRATEGIC TR in Q3 2013. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $327,000 | +4.8% | 9,732 | -0.5% | 0.08% | +2.7% |
| Q3 2019 | $312,000 | -1.6% | 9,781 | -0.9% | 0.07% | -3.9% |
| Q2 2019 | $317,000 | -1.9% | 9,867 | -4.4% | 0.08% | +1.3% |
| Q1 2019 | $323,000 | -1.2% | 10,323 | -10.5% | 0.08% | -9.5% |
| Q4 2018 | $327,000 | -13.7% | 11,532 | +2.0% | 0.08% | -2.3% |
| Q3 2018 | $379,000 | -1.3% | 11,302 | -2.7% | 0.09% | -6.5% |
| Q2 2018 | $384,000 | -4.5% | 11,613 | -2.6% | 0.09% | -3.2% |
| Q1 2018 | $402,000 | -7.2% | 11,924 | -6.2% | 0.10% | -5.9% |
| Q4 2017 | $433,000 | +0.9% | 12,710 | -0.8% | 0.10% | -1.0% |
| Q3 2017 | $429,000 | +3.4% | 12,811 | -2.7% | 0.10% | -3.8% |
| Q2 2017 | $415,000 | +4.5% | 13,163 | -1.0% | 0.11% | +2.9% |
| Q1 2017 | $397,000 | +3.4% | 13,297 | -4.0% | 0.10% | 0.0% |
| Q4 2016 | $384,000 | -2.3% | 13,856 | +1.4% | 0.10% | -1.9% |
| Q3 2016 | $393,000 | -23.2% | 13,665 | -27.7% | 0.10% | -26.6% |
| Q2 2016 | $512,000 | -18.5% | 18,902 | -18.4% | 0.14% | -19.7% |
| Q1 2016 | $628,000 | -2.3% | 23,158 | -0.7% | 0.18% | -7.3% |
| Q4 2015 | $643,000 | -2.0% | 23,320 | -2.7% | 0.19% | -3.5% |
| Q3 2015 | $656,000 | -21.2% | 23,956 | -12.3% | 0.20% | -20.4% |
| Q2 2015 | $832,000 | -4.7% | 27,316 | -5.4% | 0.25% | -5.3% |
| Q1 2015 | $873,000 | -2.0% | 28,882 | -6.3% | 0.26% | -2.9% |
| Q4 2014 | $891,000 | -73.7% | 30,828 | -71.8% | 0.27% | -73.6% |
| Q3 2014 | $3,387,000 | -54.9% | 109,190 | -52.0% | 1.03% | -52.6% |
| Q2 2014 | $7,503,000 | +4.5% | 227,500 | -0.1% | 2.18% | +1.2% |
| Q1 2014 | $7,177,000 | +1.1% | 227,841 | +1.2% | 2.15% | -0.5% |
| Q4 2013 | $7,100,000 | +6.1% | 225,197 | +2.3% | 2.16% | -0.4% |
| Q3 2013 | $6,690,000 | -0.4% | 220,122 | -10.7% | 2.17% | -4.0% |
| Q2 2013 | $6,715,000 | – | 246,522 | – | 2.26% | – |
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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% |