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 | $301,650 | -4.8% | 8,883 | -0.1% | 0.02% | 0.0% |
| Q2 2023 | $316,972 | +2.9% | 8,891 | +0.4% | 0.02% | 0.0% |
| Q1 2023 | $308,090 | +15.8% | 8,853 | +7.1% | 0.02% | +6.2% |
| Q4 2022 | $266,157 | +53.8% | 8,263 | +34.3% | 0.02% | +45.5% |
| Q3 2022 | $173,000 | -6.5% | 6,151 | +4.3% | 0.01% | 0.0% |
| Q2 2022 | $185,000 | +585.2% | 5,899 | +681.3% | 0.01% | +1000.0% |
| Q1 2022 | $27,000 | +12.5% | 755 | +19.7% | 0.00% | 0.0% |
| Q4 2021 | $24,000 | 0.0% | 631 | +2.1% | 0.00% | 0.0% |
| Q3 2021 | $24,000 | +4.3% | 618 | +3.9% | 0.00% | 0.0% |
| Q2 2021 | $23,000 | 0.0% | 595 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $23,000 | +9.5% | 595 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $21,000 | +10.5% | 595 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $19,000 | +11.8% | 595 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $17,000 | +240.0% | 595 | +232.4% | 0.00% | – |
| Q1 2020 | $5,000 | -58.3% | 179 | -51.9% | 0.00% | -100.0% |
| Q1 2019 | $12,000 | -91.5% | 372 | -92.0% | 0.00% | -93.8% |
| Q2 2015 | $142,000 | +0.7% | 4,672 | 0.0% | 0.02% | 0.0% |
| Q1 2015 | $141,000 | -9.0% | 4,672 | -13.0% | 0.02% | -15.8% |
| Q4 2014 | $155,000 | -7.2% | 5,372 | 0.0% | 0.02% | -9.5% |
| Q3 2014 | $167,000 | -35.0% | 5,372 | -31.2% | 0.02% | -34.4% |
| Q2 2014 | $257,000 | – | 7,807 | – | 0.03% | – |
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% |