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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $93,828 | +15.8% | 2,913 | – | 0.04% | +12.9% |
| Q3 2022 | $81,000 | -11.0% | 0 | -100.0% | 0.03% | +3.3% |
| Q2 2022 | $91,000 | -14.2% | 2,882 | 0.0% | 0.03% | -6.2% |
| Q1 2022 | $106,000 | -1.9% | 2,882 | +2.9% | 0.03% | -3.0% |
| Q3 2021 | $108,000 | -1.8% | 2,801 | +0.1% | 0.03% | 0.0% |
| Q2 2021 | $110,000 | +8.9% | 2,799 | 0.0% | 0.03% | -2.9% |
| Q4 2020 | $101,000 | +14.8% | 2,799 | 0.0% | 0.03% | +3.0% |
| Q3 2020 | $88,000 | +6.0% | 2,799 | 0.0% | 0.03% | 0.0% |
| Q2 2020 | $83,000 | -7.8% | 2,799 | -19.4% | 0.03% | -13.2% |
| Q1 2020 | $90,000 | -28.0% | 3,473 | -6.6% | 0.04% | -5.0% |
| Q4 2019 | $125,000 | +12.6% | 3,718 | +7.1% | 0.04% | +8.1% |
| Q3 2019 | $111,000 | -5.1% | 3,473 | -4.8% | 0.04% | -9.8% |
| Q2 2019 | $117,000 | 0.0% | 3,650 | -2.6% | 0.04% | +5.1% |
| Q1 2019 | $117,000 | +4.5% | 3,746 | -5.5% | 0.04% | 0.0% |
| Q4 2018 | $112,000 | -15.8% | 3,965 | +0.1% | 0.04% | -2.5% |
| Q3 2018 | $133,000 | +33.0% | 3,960 | +30.6% | 0.04% | -14.9% |
| Q2 2018 | $100,000 | -52.6% | 3,033 | -51.6% | 0.05% | -28.8% |
| Q1 2018 | $211,000 | -0.9% | 6,261 | +0.1% | 0.07% | 0.0% |
| Q4 2017 | $213,000 | +4.9% | 6,257 | +3.0% | 0.07% | +1.5% |
| Q3 2017 | $203,000 | +55.0% | 6,077 | +47.8% | 0.06% | +44.4% |
| Q2 2017 | $131,000 | +4.0% | 4,113 | -2.8% | 0.04% | +2.3% |
| Q1 2017 | $126,000 | +10.5% | 4,233 | +2.9% | 0.04% | +7.3% |
| Q4 2016 | $114,000 | -3.4% | 4,113 | 0.0% | 0.04% | -2.4% |
| Q3 2016 | $118,000 | +5.4% | 4,113 | 0.0% | 0.04% | +2.4% |
| Q2 2016 | $112,000 | 0.0% | 4,113 | 0.0% | 0.04% | -2.4% |
| Q1 2016 | $112,000 | -24.8% | 4,113 | -23.7% | 0.04% | -17.6% |
| Q4 2015 | $149,000 | +0.7% | 5,391 | 0.0% | 0.05% | -3.8% |
| Q3 2015 | $148,000 | -34.2% | 5,391 | -27.1% | 0.05% | -30.3% |
| Q2 2015 | $225,000 | -3.8% | 7,391 | 0.0% | 0.08% | -1.3% |
| Q1 2015 | $234,000 | – | 7,391 | – | 0.08% | – |
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% |