SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 718 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 1.74 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $276,000 | +15.5% | 9,282 | +0.4% | 0.05% | -1.9% |
| Q1 2020 | $239,000 | -31.1% | 9,249 | -10.3% | 0.05% | -14.8% |
| Q4 2019 | $347,000 | -55.3% | 10,312 | -57.6% | 0.06% | -59.1% |
| Q3 2019 | $776,000 | +257.6% | 24,345 | +259.6% | 0.15% | +238.6% |
| Q2 2019 | $217,000 | +2.4% | 6,770 | +7.2% | 0.04% | -6.4% |
| Q3 2018 | $212,000 | +1.4% | 6,314 | 0.0% | 0.05% | -4.1% |
| Q2 2018 | $209,000 | -0.5% | 6,314 | +1.4% | 0.05% | -5.8% |
| Q1 2018 | $210,000 | +1.0% | 6,224 | +2.1% | 0.05% | 0.0% |
| Q4 2017 | $208,000 | – | 6,097 | – | 0.05% | – |
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% |