SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 635 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $67,608 | +55.3% | 1,991 | +63.1% | 0.00% | +100.0% |
Q2 2023 | $43,522 | +48.7% | 1,221 | +45.2% | 0.00% | 0.0% |
Q1 2023 | $29,260 | -1.5% | 841 | -8.8% | 0.00% | 0.0% |
Q4 2022 | $29,692 | +23.7% | 922 | +8.7% | 0.00% | 0.0% |
Q3 2022 | $24,000 | -33.3% | 848 | -26.3% | 0.00% | 0.0% |
Q2 2022 | $36,000 | -10.0% | 1,151 | +6.2% | 0.00% | 0.0% |
Q1 2022 | $40,000 | +21.2% | 1,084 | +28.6% | 0.00% | 0.0% |
Q4 2021 | $33,000 | 0.0% | 843 | -0.4% | 0.00% | 0.0% |
Q3 2021 | $33,000 | +560.0% | 846 | +526.7% | 0.00% | – |
Q2 2021 | $5,000 | 0.0% | 135 | 0.0% | 0.00% | – |
Q1 2021 | $5,000 | -61.5% | 135 | -67.9% | 0.00% | -100.0% |
Q4 2020 | $13,000 | 0.0% | 420 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $13,000 | +8.3% | 420 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $12,000 | +9.1% | 420 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $11,000 | -42.1% | 420 | -24.6% | 0.00% | 0.0% |
Q4 2019 | $19,000 | +5.6% | 557 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $18,000 | 0.0% | 557 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $18,000 | -21.7% | 557 | -24.8% | 0.00% | 0.0% |
Q1 2019 | $23,000 | -58.9% | 741 | -62.3% | 0.00% | -66.7% |
Q4 2018 | $56,000 | +1020.0% | 1,968 | +1347.1% | 0.00% | – |
Q3 2018 | $5,000 | -72.2% | 136 | -75.1% | 0.00% | -100.0% |
Q2 2018 | $18,000 | -35.7% | 547 | -35.0% | 0.00% | -50.0% |
Q1 2018 | $28,000 | +100.0% | 842 | +101.9% | 0.00% | +100.0% |
Q4 2017 | $14,000 | +600.0% | 417 | +479.2% | 0.00% | – |
Q2 2017 | $2,000 | – | 72 | – | 0.00% | – |
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% |