SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 731 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,284 | -93.7% | 185 | -93.4% | 0.00% | -90.0% |
| Q2 2023 | $99,180 | +3.4% | 2,782 | +0.9% | 0.01% | -9.1% |
| Q1 2023 | $95,945 | +18.1% | 2,757 | +9.3% | 0.01% | +10.0% |
| Q4 2022 | $81,267 | – | 2,523 | +126050.0% | 0.01% | – |
| Q3 2022 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q2 2022 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q1 2022 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q4 2021 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q3 2021 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q2 2021 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q1 2021 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q4 2020 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q3 2020 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q2 2020 | $0 | -100.0% | 2 | -99.8% | 0.00% | -100.0% |
| Q1 2020 | $22,000 | – | 843 | +42050.0% | 0.00% | – |
| Q4 2019 | $0 | – | 2 | -33.3% | 0.00% | – |
| Q3 2019 | $0 | -100.0% | 3 | -99.6% | 0.00% | -100.0% |
| Q2 2019 | $26,000 | 0.0% | 817 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $26,000 | +13.0% | 817 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $23,000 | -14.8% | 817 | +3.0% | 0.01% | 0.0% |
| Q3 2018 | $27,000 | 0.0% | 793 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $27,000 | – | 793 | – | 0.01% | – |
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% |