SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 666 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 6.47 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $10,151,000 | -3.1% | 262,287 | -1.2% | 0.23% | -7.0% |
| Q2 2021 | $10,477,000 | +4.6% | 265,579 | -0.2% | 0.24% | -5.8% |
| Q1 2021 | $10,013,000 | +8.9% | 266,157 | +4.3% | 0.26% | -0.8% |
| Q4 2020 | $9,192,000 | +217.6% | 255,250 | +177.0% | 0.26% | +163.6% |
| Q3 2020 | $2,894,000 | +4.3% | 92,161 | -1.2% | 0.10% | -11.6% |
| Q2 2020 | $2,776,000 | -33.8% | 93,307 | -42.5% | 0.11% | -52.7% |
| Q1 2020 | $4,191,000 | -67.3% | 162,198 | -57.4% | 0.24% | -60.2% |
| Q4 2019 | $12,813,000 | +5.0% | 381,006 | -0.5% | 0.60% | -5.4% |
| Q3 2019 | $12,206,000 | -1.9% | 383,104 | -1.2% | 0.63% | -4.4% |
| Q2 2019 | $12,444,000 | +2.0% | 387,797 | -0.5% | 0.66% | +3.6% |
| Q1 2019 | $12,198,000 | -37.1% | 389,579 | -43.0% | 0.64% | -44.4% |
| Q4 2018 | $19,391,000 | +1082.4% | 683,997 | +1298.8% | 1.14% | +1054.5% |
| Q3 2018 | $1,640,000 | +8.5% | 48,899 | +6.9% | 0.10% | -10.0% |
| Q2 2018 | $1,512,000 | -35.4% | 45,752 | -34.1% | 0.11% | -32.1% |
| Q1 2018 | $2,339,000 | -5.7% | 69,378 | -4.7% | 0.16% | -4.7% |
| Q4 2017 | $2,480,000 | +7.5% | 72,779 | +5.6% | 0.17% | -6.6% |
| Q3 2017 | $2,306,000 | -3.3% | 68,896 | -8.2% | 0.18% | -12.9% |
| Q2 2017 | $2,384,000 | -8.0% | 75,024 | -13.5% | 0.21% | -6.7% |
| Q1 2017 | $2,591,000 | -31.5% | 86,739 | -36.5% | 0.22% | -34.5% |
| Q4 2016 | $3,781,000 | -44.6% | 136,608 | -42.4% | 0.34% | -45.4% |
| Q3 2016 | $6,830,000 | +5.6% | 237,229 | -0.6% | 0.63% | +1.8% |
| Q2 2016 | $6,469,000 | -4.9% | 238,627 | -4.9% | 0.62% | -8.3% |
| Q1 2016 | $6,804,000 | -76.8% | 250,982 | -76.4% | 0.67% | -74.9% |
| Q4 2015 | $29,336,000 | +534.2% | 1,064,443 | +529.7% | 2.67% | +449.1% |
| Q3 2015 | $4,626,000 | -3.6% | 169,027 | +7.3% | 0.49% | +3.8% |
| Q2 2015 | $4,798,000 | +8.8% | 157,482 | +8.0% | 0.47% | +8.3% |
| Q1 2015 | $4,408,000 | +32.3% | 145,799 | +26.5% | 0.43% | +28.5% |
| Q4 2014 | $3,332,000 | +395.8% | 115,266 | +431.8% | 0.34% | +395.6% |
| Q3 2014 | $672,000 | – | 21,676 | – | 0.07% | – |
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% |