SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 761 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 61.69 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7 | 0.0% | 195 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $7 | 0.0% | 195 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $7 | +16.7% | 195 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $6 | -99.9% | 195 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $5,000 | -16.7% | 195 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $6,000 | -14.3% | 195 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $7,000 | -12.5% | 195 | 0.0% | 0.00% | -33.3% |
| Q4 2021 | $8,000 | 0.0% | 195 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $8,000 | 0.0% | 195 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $8,000 | +14.3% | 195 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $7,000 | 0.0% | 195 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $7,000 | +16.7% | 195 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $6,000 | 0.0% | 195 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $6,000 | +20.0% | 195 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $5,000 | -28.6% | 195 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $7,000 | +16.7% | 195 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $6,000 | 0.0% | 195 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $6,000 | 0.0% | 195 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $6,000 | 0.0% | 195 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $6,000 | -14.3% | 195 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $7,000 | +16.7% | 195 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $6,000 | -14.3% | 195 | 0.0% | 0.00% | -25.0% |
| Q1 2018 | $7,000 | 0.0% | 195 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $7,000 | 0.0% | 195 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $7,000 | 0.0% | 195 | -22.3% | 0.00% | 0.0% |
| Q1 2017 | $7,000 | -63.2% | 251 | -63.0% | 0.00% | -66.7% |
| Q4 2016 | $19,000 | +216.7% | 678 | +216.8% | 0.01% | +200.0% |
| Q3 2016 | $6,000 | 0.0% | 214 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $6,000 | 0.0% | 214 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $6,000 | 0.0% | 214 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $6,000 | 0.0% | 214 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $6,000 | +200.0% | 214 | +282.1% | 0.00% | +300.0% |
| Q2 2015 | $2,000 | -50.0% | 56 | -61.4% | 0.00% | -50.0% |
| Q1 2015 | $4,000 | 0.0% | 145 | +3.6% | 0.00% | 0.0% |
| Q4 2014 | $4,000 | 0.0% | 140 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $4,000 | -42.9% | 140 | 0.0% | 0.00% | -33.3% |
| Q2 2014 | $7,000 | +600.0% | 140 | +636.8% | 0.00% | +200.0% |
| Q1 2014 | $1,000 | 0.0% | 19 | -90.3% | 0.00% | – |
| Q4 2013 | $1,000 | 0.0% | 195 | 0.0% | 0.00% | -100.0% |
| Q3 2013 | $1,000 | 0.0% | 195 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $1,000 | – | 195 | – | 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% |