SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 294 filers reported holding SCHWAB STRATEGIC TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,520,321 | +33.0% | 44,768 | +39.6% | 0.00% | – |
Q2 2023 | $1,143,224 | -86.3% | 32,068 | -86.6% | 0.00% | -100.0% |
Q1 2023 | $8,356,246 | -41.0% | 240,122 | -45.4% | 0.00% | -33.3% |
Q4 2022 | $14,167,858 | +89.2% | 439,859 | +65.2% | 0.00% | +50.0% |
Q3 2022 | $7,490,000 | +2814.4% | 266,264 | +3164.2% | 0.00% | – |
Q2 2022 | $257,000 | -96.7% | 8,157 | -96.0% | 0.00% | -100.0% |
Q1 2021 | $7,701,000 | +1255.8% | 204,706 | +1198.9% | 0.00% | – |
Q4 2020 | $568,000 | -98.8% | 15,760 | -99.0% | 0.00% | -100.0% |
Q2 2020 | $45,517,000 | +239.0% | 1,529,996 | +256.8% | 0.02% | +128.6% |
Q1 2019 | $13,425,000 | -51.2% | 428,769 | -48.5% | 0.01% | -50.0% |
Q2 2018 | $27,526,000 | +140.1% | 832,870 | +143.1% | 0.01% | +55.6% |
Q3 2017 | $11,466,000 | +1472.8% | 342,585 | +1173.6% | 0.01% | +800.0% |
Q2 2016 | $729,000 | -64.4% | 26,899 | -64.4% | 0.00% | -66.7% |
Q1 2016 | $2,050,000 | – | 75,635 | – | 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% |