SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 731 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,391,375 | -9.5% | 99,864 | -5.0% | 0.09% | -9.1% |
| Q2 2023 | $3,747,165 | -1.3% | 105,110 | -3.7% | 0.10% | -8.3% |
| Q1 2023 | $3,796,555 | +102150.3% | 109,096 | -5.4% | 0.11% | +0.9% |
| Q4 2022 | $3,713 | -99.9% | 115,283 | -44.5% | 0.11% | -40.9% |
| Q3 2022 | $5,846,000 | -14.2% | 207,832 | -4.0% | 0.18% | -5.7% |
| Q2 2022 | $6,812,000 | -15.3% | 216,592 | -1.1% | 0.19% | -1.5% |
| Q1 2022 | $8,043,000 | -6.1% | 219,058 | -0.6% | 0.20% | -3.9% |
| Q4 2021 | $8,564,000 | -5.0% | 220,327 | -5.5% | 0.20% | -12.9% |
| Q3 2021 | $9,018,000 | -6.1% | 233,031 | -4.3% | 0.23% | -7.2% |
| Q2 2021 | $9,602,000 | +8.8% | 243,398 | +3.7% | 0.25% | +2.9% |
| Q1 2021 | $8,828,000 | +10.6% | 234,674 | +5.8% | 0.24% | -5.1% |
| Q4 2020 | $7,984,000 | +19.7% | 221,729 | +4.4% | 0.26% | -3.0% |
| Q3 2020 | $6,668,000 | +1.5% | 212,360 | -3.8% | 0.26% | -3.6% |
| Q2 2020 | $6,568,000 | +9.5% | 220,779 | -4.9% | 0.28% | -0.7% |
| Q1 2020 | $5,999,000 | -29.9% | 232,151 | -8.8% | 0.28% | -12.9% |
| Q4 2019 | $8,559,000 | +4.0% | 254,515 | -1.5% | 0.32% | -11.4% |
| Q3 2019 | $8,232,000 | +1.8% | 258,383 | +2.6% | 0.36% | -0.8% |
| Q2 2019 | $8,085,000 | -16.0% | 251,954 | -18.0% | 0.36% | -17.2% |
| Q1 2019 | $9,620,000 | +9.7% | 307,246 | -0.7% | 0.44% | +3.6% |
| Q4 2018 | $8,772,000 | -20.8% | 309,432 | -6.3% | 0.42% | -1.2% |
| Q3 2018 | $11,076,000 | +6.3% | 330,302 | +4.7% | 0.43% | -5.7% |
| Q2 2018 | $10,424,000 | -9.1% | 315,398 | -7.3% | 0.45% | -12.2% |
| Q1 2018 | $11,469,000 | +12.6% | 340,249 | +13.8% | 0.52% | -5.0% |
| Q4 2017 | $10,185,000 | +7.3% | 298,957 | +5.4% | 0.54% | -1.3% |
| Q3 2017 | $9,495,000 | +28.1% | 283,671 | +21.6% | 0.55% | +14.6% |
| Q2 2017 | $7,414,000 | +39.7% | 233,316 | +31.3% | 0.48% | +33.7% |
| Q1 2017 | $5,307,000 | +14.1% | 177,704 | +5.8% | 0.36% | +5.9% |
| Q4 2016 | $4,650,000 | – | 168,020 | – | 0.34% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Riverpoint Wealth Management Holdings, LLC | 969,014 | $27,626,000 | 22.42% |
| Personal Capital Advisors Corp | 16,035,075 | $443,851,000 | 13.21% |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 710,982 | $19,680,000 | 12.84% |
| Live Your Vision, LLC | 913,058 | $25,273,000 | 10.74% |
| Financial Engines Advisors L.L.C. | 7,628,401 | $211,154,000 | 10.39% |
| APPLETON GROUP, LLC | 280,370 | $7,761,000 | 10.25% |
| Highland Private Wealth Management | 708,288 | $19,605,000 | 10.07% |
| HBK Sorce Advisory LLC | 1,948,781 | $53,942,000 | 9.75% |
| VECTOR WEALTH MANAGEMENT, LLC | 493,780 | $13,668,000 | 9.59% |
| BCWM, LLC | 740,584 | $20,500,000 | 9.54% |