SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 100 filers reported holding SCHWAB STRATEGIC TR in Q2 2013. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $26,448,000 | -9.9% | 820,613 | -17.5% | 8.02% | -18.6% |
| Q4 2018 | $29,341,000 | -22.1% | 994,262 | -11.5% | 9.86% | -17.7% |
| Q3 2018 | $37,661,000 | +4.6% | 1,123,216 | +3.0% | 11.98% | +0.5% |
| Q2 2018 | $35,995,000 | -2.4% | 1,090,091 | +1.8% | 11.93% | -4.4% |
| Q1 2018 | $36,890,000 | -3.7% | 1,071,149 | +0.1% | 12.48% | -2.7% |
| Q4 2017 | $38,292,000 | +13.7% | 1,069,929 | +6.3% | 12.83% | +7.0% |
| Q3 2017 | $33,684,000 | +2.5% | 1,006,388 | +0.6% | 11.99% | -2.1% |
| Q2 2017 | $32,858,000 | +16.0% | 1,000,253 | +5.5% | 12.25% | +10.4% |
| Q1 2017 | $28,320,000 | +12.1% | 948,123 | +3.8% | 11.09% | +3.3% |
| Q4 2016 | $25,273,000 | -3.3% | 913,058 | +0.5% | 10.74% | -3.9% |
| Q3 2016 | $26,147,000 | +8.5% | 908,187 | +2.2% | 11.18% | +1.7% |
| Q2 2016 | $24,090,000 | +2.6% | 888,590 | +2.6% | 10.99% | -1.2% |
| Q1 2016 | $23,473,000 | +26.3% | 865,841 | +28.4% | 11.12% | +24.5% |
| Q4 2015 | $18,585,000 | +5.9% | 674,361 | +5.1% | 8.93% | +8.1% |
| Q3 2015 | $17,554,000 | -29.3% | 641,345 | -21.0% | 8.26% | -28.3% |
| Q2 2015 | $24,841,000 | +4.5% | 812,053 | +3.2% | 11.52% | +2.0% |
| Q1 2015 | $23,781,000 | +4.5% | 786,658 | -1.9% | 11.30% | -0.4% |
| Q4 2014 | $22,763,000 | +0.2% | 801,788 | +3.6% | 11.34% | -5.4% |
| Q3 2014 | $22,718,000 | -8.7% | 773,767 | +2.5% | 11.98% | -8.1% |
| Q2 2014 | $24,894,000 | +4.7% | 754,822 | -0.0% | 13.04% | +3.8% |
| Q1 2014 | $23,786,000 | +362.7% | 755,116 | +363.1% | 12.56% | +342.9% |
| Q4 2013 | $5,141,000 | +25.4% | 163,054 | +20.9% | 2.84% | +20.1% |
| Q3 2013 | $4,099,000 | +538.5% | 134,894 | +484.5% | 2.36% | +515.1% |
| Q2 2013 | $642,000 | – | 23,078 | – | 0.38% | – |
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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% |