SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 532 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,432 | -7.8% | 336,625 | -3.2% | 2.36% | -8.6% |
| Q2 2023 | $12,400 | +2.8% | 347,824 | +0.3% | 2.58% | -3.8% |
| Q1 2023 | $12,068 | +7.6% | 346,777 | -0.4% | 2.68% | +11.1% |
| Q4 2022 | $11,212 | -99.9% | 348,088 | -0.5% | 2.41% | -5.0% |
| Q3 2022 | $9,838,000 | -11.4% | 349,751 | -1.0% | 2.54% | -6.4% |
| Q2 2022 | $11,109,000 | -12.2% | 353,222 | +2.5% | 2.72% | -0.3% |
| Q1 2022 | $12,651,000 | -5.4% | 344,533 | +0.1% | 2.72% | -4.9% |
| Q4 2021 | $13,376,000 | +2.6% | 344,122 | +2.1% | 2.86% | -5.1% |
| Q3 2021 | $13,041,000 | +28.6% | 336,974 | +4.4% | 3.02% | -0.4% |
| Q2 2021 | $10,138,000 | -18.3% | 322,854 | -2.1% | 3.03% | +5.4% |
| Q1 2021 | $12,409,000 | +4.8% | 329,849 | +0.3% | 2.87% | -2.4% |
| Q4 2020 | $11,841,000 | +16.8% | 328,814 | +1.8% | 2.94% | -2.8% |
| Q3 2020 | $10,138,000 | +4.9% | 322,854 | -0.7% | 3.03% | -1.2% |
| Q2 2020 | $9,669,000 | +87.6% | 325,003 | +62.9% | 3.06% | +74.8% |
| Q1 2020 | $5,154,000 | -26.2% | 199,477 | -3.9% | 1.75% | -12.5% |
| Q4 2019 | $6,982,000 | +0.5% | 207,615 | -4.8% | 2.00% | -7.2% |
| Q3 2019 | $6,946,000 | -10.0% | 218,015 | -9.4% | 2.16% | -11.8% |
| Q2 2019 | $7,722,000 | -9.2% | 240,635 | -11.4% | 2.45% | -12.6% |
| Q1 2019 | $8,504,000 | -1.0% | 271,595 | -10.4% | 2.80% | -9.9% |
| Q4 2018 | $8,593,000 | -46.0% | 303,105 | -36.2% | 3.11% | -37.7% |
| Q3 2018 | $15,927,000 | +9.8% | 474,995 | +8.2% | 4.98% | +4.5% |
| Q2 2018 | $14,511,000 | +2.6% | 439,047 | +4.6% | 4.77% | +8.9% |
| Q1 2018 | $14,148,000 | +8.0% | 419,696 | +9.2% | 4.38% | +0.5% |
| Q4 2017 | $13,094,000 | +5.6% | 384,312 | +3.7% | 4.36% | +0.7% |
| Q3 2017 | $12,399,000 | +12.5% | 370,454 | +6.8% | 4.33% | +6.3% |
| Q2 2017 | $11,024,000 | +27.5% | 346,877 | +19.9% | 4.07% | +17.7% |
| Q1 2017 | $8,644,000 | -99.9% | 289,378 | +16.1% | 3.46% | +16.1% |
| Q4 2016 | $6,899,420,000 | +122972.1% | 249,257 | +28.0% | 2.98% | +14.5% |
| Q3 2016 | $5,606,000 | -21.7% | 194,708 | -26.3% | 2.60% | -19.9% |
| Q2 2016 | $7,162,000 | +4.2% | 264,171 | +4.2% | 3.25% | +4.4% |
| Q1 2016 | $6,874,000 | +0.4% | 253,557 | +2.0% | 3.11% | -0.0% |
| Q4 2015 | $6,849,000 | +11.7% | 248,530 | +10.9% | 3.11% | +5.4% |
| Q3 2015 | $6,133,000 | -6.8% | 224,070 | +3.8% | 2.95% | +5.1% |
| Q2 2015 | $6,578,000 | +6.1% | 215,900 | +5.3% | 2.81% | +7.2% |
| Q1 2015 | $6,201,000 | +13.4% | 205,116 | +8.5% | 2.62% | +11.5% |
| Q4 2014 | $5,467,000 | +38.1% | 189,096 | +48.2% | 2.35% | +30.9% |
| Q3 2014 | $3,958,000 | +140.9% | 127,581 | +156.2% | 1.79% | +137.2% |
| Q2 2014 | $1,643,000 | +330.1% | 49,803 | +310.4% | 0.76% | +320.0% |
| Q1 2014 | $382,000 | +19000.0% | 12,135 | +16080.0% | 0.18% | +17900.0% |
| Q4 2013 | $2,000 | – | 75 | – | 0.00% | – |
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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% |