SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 718 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 1.74 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $25,849,000 | +1.5% | 665,003 | +1.0% | 3.34% | -10.4% |
| Q3 2021 | $25,479,000 | -4.5% | 658,363 | -2.7% | 3.73% | -5.0% |
| Q2 2021 | $26,688,000 | +0.8% | 676,499 | -3.9% | 3.93% | -8.2% |
| Q1 2021 | $26,472,000 | +1.5% | 703,680 | -2.9% | 4.28% | -4.7% |
| Q4 2020 | $26,093,000 | +11.2% | 724,612 | -3.0% | 4.49% | -4.0% |
| Q3 2020 | $23,468,000 | +0.8% | 747,383 | -4.5% | 4.68% | -6.2% |
| Q2 2020 | $23,273,000 | -18.7% | 782,288 | -29.4% | 4.99% | -28.7% |
| Q1 2020 | $28,636,000 | -36.1% | 1,108,202 | -16.8% | 7.00% | -16.2% |
| Q4 2019 | $44,817,000 | +9.7% | 1,332,649 | +3.9% | 8.35% | +0.7% |
| Q3 2019 | $40,863,000 | +1.2% | 1,282,579 | +1.9% | 8.29% | +1.4% |
| Q2 2019 | $40,393,000 | +3.4% | 1,258,744 | +0.9% | 8.18% | +0.6% |
| Q1 2019 | $39,061,000 | +11.3% | 1,247,555 | +0.7% | 8.13% | -1.9% |
| Q4 2018 | $35,109,000 | -20.1% | 1,238,427 | -5.5% | 8.29% | -8.2% |
| Q3 2018 | $43,951,000 | +3.8% | 1,310,785 | +2.3% | 9.03% | -0.6% |
| Q2 2018 | $42,357,000 | -1.9% | 1,281,612 | +0.1% | 9.08% | -2.4% |
| Q1 2018 | $43,168,000 | +0.8% | 1,280,582 | +1.9% | 9.30% | +1.7% |
| Q4 2017 | $42,811,000 | +6.5% | 1,256,554 | +4.7% | 9.15% | +2.7% |
| Q3 2017 | $40,181,000 | +6.3% | 1,200,506 | +1.0% | 8.91% | +8.5% |
| Q2 2017 | $37,789,000 | +14.9% | 1,189,067 | +8.0% | 8.21% | +10.3% |
| Q1 2017 | $32,879,000 | +15.5% | 1,100,739 | +7.0% | 7.44% | +10.9% |
| Q4 2016 | $28,466,000 | -3.2% | 1,028,389 | +0.7% | 6.71% | -4.5% |
| Q3 2016 | $29,415,000 | +5.4% | 1,021,707 | -0.8% | 7.03% | +1.0% |
| Q2 2016 | $27,920,000 | +7.8% | 1,029,875 | +7.8% | 6.96% | +6.2% |
| Q1 2016 | $25,893,000 | +40.0% | 955,101 | +42.3% | 6.55% | +37.3% |
| Q4 2015 | $18,494,000 | +11.9% | 671,058 | +11.1% | 4.77% | +5.6% |
| Q3 2015 | $16,533,000 | +1.4% | 604,062 | +12.9% | 4.52% | +7.9% |
| Q2 2015 | $16,301,000 | +6.8% | 534,987 | +6.0% | 4.19% | +6.7% |
| Q1 2015 | $15,262,000 | +71.3% | 504,866 | +63.8% | 3.93% | +52.5% |
| Q4 2014 | $8,909,000 | +131.2% | 308,152 | +148.1% | 2.58% | +111.3% |
| Q3 2014 | $3,854,000 | +4.5% | 124,229 | +11.1% | 1.22% | +7.5% |
| Q2 2014 | $3,687,000 | +16.4% | 111,807 | +11.2% | 1.13% | +9.4% |
| Q1 2014 | $3,168,000 | +17.6% | 100,569 | +17.7% | 1.04% | +15.4% |
| Q4 2013 | $2,695,000 | +30.5% | 85,475 | +25.8% | 0.90% | +18.6% |
| Q3 2013 | $2,065,000 | +23.0% | 67,957 | +10.2% | 0.76% | +16.6% |
| Q2 2013 | $1,679,000 | – | 61,642 | – | 0.65% | – |
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% |