SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 710 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $774,649 | -7.1% | 22,811 | -2.4% | 0.49% | -9.1% |
| Q2 2023 | $833,412 | +3.0% | 23,378 | +0.6% | 0.54% | -5.1% |
| Q1 2023 | $808,903 | +7.5% | 23,244 | -0.5% | 0.57% | +0.9% |
| Q4 2022 | $752,598 | +14.6% | 23,365 | +0.0% | 0.56% | +7.2% |
| Q3 2022 | $657,000 | -10.6% | 23,363 | 0.0% | 0.52% | -5.7% |
| Q2 2022 | $735,000 | -58.4% | 23,363 | -51.4% | 0.56% | -8.1% |
| Q1 2022 | $1,766,000 | +93.0% | 48,114 | +104.4% | 0.61% | +0.8% |
| Q4 2021 | $915,000 | +0.7% | 23,540 | +0.2% | 0.60% | -7.5% |
| Q3 2021 | $909,000 | +57.5% | 23,486 | +60.6% | 0.65% | +52.2% |
| Q2 2021 | $577,000 | +3.6% | 14,624 | -1.2% | 0.43% | -2.1% |
| Q1 2021 | $557,000 | +2.6% | 14,808 | -1.9% | 0.44% | -4.4% |
| Q4 2020 | $543,000 | +12.2% | 15,090 | -2.1% | 0.46% | -1.1% |
| Q3 2020 | $484,000 | -1.4% | 15,420 | -6.7% | 0.46% | -9.4% |
| Q2 2020 | $491,000 | +2.9% | 16,524 | -10.7% | 0.51% | +53.8% |
| Q1 2020 | $477,000 | -86.7% | 18,495 | -82.7% | 0.33% | -85.9% |
| Q4 2019 | $3,588,000 | +4.5% | 106,701 | -1.0% | 2.35% | -4.1% |
| Q3 2019 | $3,434,000 | -14.9% | 107,804 | -14.2% | 2.45% | -2.7% |
| Q2 2019 | $4,034,000 | -7.1% | 125,715 | -9.4% | 2.52% | +8.2% |
| Q1 2019 | $4,342,000 | +10.1% | 138,684 | -0.3% | 2.33% | -2.3% |
| Q4 2018 | $3,943,000 | +41.2% | 139,088 | +66.9% | 2.38% | +41.2% |
| Q3 2018 | $2,793,000 | +1.5% | 83,328 | 0.0% | 1.69% | -3.5% |
| Q2 2018 | $2,753,000 | -2.0% | 83,328 | 0.0% | 1.75% | +2.6% |
| Q1 2018 | $2,808,000 | -1.0% | 83,328 | +0.1% | 1.70% | -0.5% |
| Q4 2017 | $2,835,000 | +1.8% | 83,226 | -0.0% | 1.71% | -2.8% |
| Q3 2017 | $2,785,000 | +5.7% | 83,234 | +0.4% | 1.76% | +1.4% |
| Q2 2017 | $2,634,000 | +6.0% | 82,907 | -0.4% | 1.74% | +8.2% |
| Q1 2017 | $2,486,000 | -0.2% | 83,257 | -7.5% | 1.60% | -5.0% |
| Q4 2016 | $2,491,000 | +46.6% | 90,025 | +52.5% | 1.69% | +61.7% |
| Q3 2016 | $1,699,000 | +5.2% | 59,026 | -1.0% | 1.04% | +4.6% |
| Q2 2016 | $1,615,000 | -1.0% | 59,604 | -1.0% | 1.00% | -6.0% |
| Q1 2016 | $1,631,000 | -2.4% | 60,189 | -0.8% | 1.06% | -3.5% |
| Q4 2015 | $1,671,000 | -4.7% | 60,647 | -5.4% | 1.10% | -4.3% |
| Q3 2015 | $1,754,000 | -11.2% | 64,102 | -1.1% | 1.15% | -2.7% |
| Q2 2015 | $1,975,000 | +0.8% | 64,837 | 0.0% | 1.18% | -0.1% |
| Q1 2015 | $1,960,000 | +2.7% | 64,837 | -1.8% | 1.18% | +8.9% |
| Q4 2014 | $1,909,000 | -7.7% | 66,025 | -1.0% | 1.09% | +1.2% |
| Q3 2014 | $2,069,000 | -8.0% | 66,690 | -2.2% | 1.07% | -6.3% |
| Q2 2014 | $2,248,000 | +0.8% | 68,160 | -3.8% | 1.14% | -6.2% |
| Q1 2014 | $2,231,000 | -10.5% | 70,835 | -10.5% | 1.22% | -34.8% |
| Q4 2013 | $2,494,000 | +4.7% | 79,115 | +0.9% | 1.87% | -9.8% |
| Q3 2013 | $2,383,000 | +10.6% | 78,420 | -0.8% | 2.08% | +17.3% |
| Q2 2013 | $2,154,000 | – | 79,061 | – | 1.77% | – |
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% |