SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 225 filers reported holding SCHWAB STRATEGIC TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,236,639 | -5.4% | 124,754 | +2816.2% | 0.07% | +1.5% |
| Q2 2023 | $4,476,299 | +71.2% | 4,278 | -96.0% | 0.06% | +44.4% |
| Q1 2023 | $2,615,020 | -40.7% | 106,648 | -22.1% | 0.04% | -43.0% |
| Q4 2022 | $4,407,197 | -22.6% | 136,827 | -24.5% | 0.08% | -38.3% |
| Q2 2022 | $5,697,000 | -17.1% | 181,149 | -3.2% | 0.13% | -15.2% |
| Q1 2022 | $6,872,000 | -6.2% | 187,139 | -0.8% | 0.15% | -12.7% |
| Q4 2021 | $7,330,000 | +1.4% | 188,566 | +1.0% | 0.17% | -12.6% |
| Q3 2021 | $7,226,000 | -5.0% | 186,727 | -3.1% | 0.20% | -6.2% |
| Q2 2021 | $7,605,000 | +1.0% | 192,779 | -3.7% | 0.21% | -11.7% |
| Q1 2021 | $7,532,000 | +153.4% | 200,199 | +142.6% | 0.24% | +129.8% |
| Q4 2020 | $2,972,000 | +35.5% | 82,527 | +18.1% | 0.10% | +10.6% |
| Q3 2020 | $2,194,000 | +3.2% | 69,886 | -2.1% | 0.09% | +3.3% |
| Q2 2020 | $2,125,000 | +1.1% | 71,415 | -12.2% | 0.09% | -11.7% |
| Q1 2020 | $2,101,000 | +9.0% | 81,293 | +41.8% | 0.10% | +30.4% |
| Q4 2019 | $1,928,000 | +90.9% | 57,325 | +80.8% | 0.08% | +58.0% |
| Q3 2019 | $1,010,000 | -11.4% | 31,698 | -10.8% | 0.05% | -29.6% |
| Q2 2019 | $1,140,000 | -58.0% | 35,538 | -59.0% | 0.07% | -72.8% |
| Q1 2019 | $2,712,000 | -17.4% | 86,619 | -25.2% | 0.26% | +3.2% |
| Q4 2018 | $3,285,000 | +200.8% | 115,878 | +255.8% | 0.25% | +197.6% |
| Q3 2018 | $1,092,000 | +94.0% | 32,566 | +91.1% | 0.08% | +60.4% |
| Q2 2018 | $563,000 | +39.0% | 17,041 | +41.8% | 0.05% | +35.9% |
| Q1 2018 | $405,000 | -15.8% | 12,020 | -14.8% | 0.04% | -23.5% |
| Q4 2017 | $481,000 | +102.1% | 14,116 | +98.8% | 0.05% | +88.9% |
| Q3 2017 | $238,000 | +9.7% | 7,101 | +3.8% | 0.03% | 0.0% |
| Q2 2017 | $217,000 | -51.5% | 6,841 | -61.7% | 0.03% | -58.5% |
| Q4 2016 | $447,000 | +60.2% | 17,851 | +84.2% | 0.06% | +47.7% |
| Q3 2016 | $279,000 | +2.2% | 9,691 | -3.7% | 0.04% | 0.0% |
| Q2 2016 | $273,000 | -73.2% | 10,067 | -73.2% | 0.04% | -71.8% |
| Q1 2016 | $1,020,000 | -82.8% | 37,609 | -82.5% | 0.16% | -84.3% |
| Q4 2015 | $5,917,000 | +286.5% | 214,680 | +283.9% | 1.00% | +240.8% |
| Q3 2015 | $1,531,000 | +22.0% | 55,921 | +28.8% | 0.29% | +41.1% |
| Q4 2014 | $1,255,000 | +492.0% | 43,416 | +546.6% | 0.21% | +276.4% |
| Q4 2013 | $212,000 | – | 6,715 | – | 0.06% | – |
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% |