SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 655 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 44.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $33,565,421 | -3.7% | 988,381 | +1.1% | 8.87% | -0.2% |
Q2 2023 | $34,853,261 | +2.0% | 977,651 | -0.4% | 8.89% | -2.6% |
Q1 2023 | $34,158,704 | +6.6% | 981,572 | -1.3% | 9.13% | +0.6% |
Q4 2022 | $32,044,448 | +13.1% | 994,860 | -1.2% | 9.07% | +6.7% |
Q3 2022 | $28,332,000 | -5.7% | 1,007,196 | +5.5% | 8.51% | -0.5% |
Q2 2022 | $30,033,000 | -11.7% | 954,929 | +3.1% | 8.55% | +1.5% |
Q1 2022 | $34,011,000 | -2.2% | 926,237 | +3.5% | 8.42% | +2.2% |
Q4 2021 | $34,774,000 | +7.3% | 894,622 | +6.8% | 8.24% | +1.5% |
Q3 2021 | $32,404,000 | +2.5% | 837,316 | +4.5% | 8.12% | +2.2% |
Q2 2021 | $31,606,000 | +7.3% | 801,173 | +2.3% | 7.94% | -0.7% |
Q1 2021 | $29,449,000 | +4.9% | 782,795 | +0.4% | 8.00% | +0.0% |
Q4 2020 | $28,071,000 | +18.1% | 779,525 | +3.0% | 8.00% | +4.6% |
Q3 2020 | $23,772,000 | +6.2% | 757,078 | +0.6% | 7.65% | -0.7% |
Q2 2020 | $22,392,000 | +19.9% | 752,686 | +4.2% | 7.70% | +2.4% |
Q1 2020 | $18,669,000 | -40.5% | 722,500 | -22.6% | 7.52% | -42.3% |
Q4 2019 | $31,390,000 | +5.8% | 933,382 | +0.2% | 13.03% | -1.9% |
Q3 2019 | $29,676,000 | +1.4% | 931,438 | +2.2% | 13.28% | +1.1% |
Q2 2019 | $29,252,000 | +3.7% | 911,566 | +1.2% | 13.14% | +0.7% |
Q1 2019 | $28,206,000 | +13.7% | 900,860 | +2.9% | 13.05% | -6.0% |
Q4 2018 | $24,810,000 | -21.6% | 875,130 | -7.3% | 13.88% | -10.9% |
Q3 2018 | $31,656,000 | +11.1% | 944,110 | +9.5% | 15.58% | +3.9% |
Q2 2018 | $28,491,000 | +0.8% | 862,045 | +2.8% | 15.00% | -0.6% |
Q1 2018 | $28,272,000 | +13.8% | 838,677 | +15.0% | 15.08% | +15.7% |
Q4 2017 | $24,844,000 | +2.9% | 729,205 | +1.1% | 13.03% | -2.0% |
Q3 2017 | $24,145,000 | +4.0% | 721,401 | -1.3% | 13.30% | +0.4% |
Q2 2017 | $23,217,000 | +7.6% | 730,540 | +1.1% | 13.24% | +1.7% |
Q1 2017 | $21,579,000 | +9.6% | 722,445 | +1.6% | 13.02% | +1.4% |
Q4 2016 | $19,680,000 | +44.1% | 710,982 | +49.9% | 12.84% | +42.3% |
Q3 2016 | $13,655,000 | +15.8% | 474,285 | +9.1% | 9.02% | +8.9% |
Q2 2016 | $11,788,000 | – | 434,828 | – | 8.28% | – |
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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% |