SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 761 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 61.69 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $273,000 | -12.5% | 7,527 | -6.3% | 0.03% | -8.1% |
| Q4 2021 | $312,000 | +3.3% | 8,036 | +2.8% | 0.04% | -5.1% |
| Q3 2021 | $302,000 | -1.6% | 7,814 | +0.4% | 0.04% | 0.0% |
| Q2 2021 | $307,000 | +3.0% | 7,785 | -1.6% | 0.04% | -4.9% |
| Q1 2021 | $298,000 | +16.0% | 7,914 | +10.7% | 0.04% | +10.8% |
| Q4 2020 | $257,000 | +58.6% | 7,146 | +38.5% | 0.04% | +54.2% |
| Q3 2020 | $162,000 | – | 5,161 | +39600.0% | 0.02% | – |
| Q2 2020 | $0 | -100.0% | 13 | -99.6% | 0.00% | -100.0% |
| Q1 2020 | $89,000 | -29.9% | 3,425 | -9.6% | 0.02% | -15.0% |
| Q4 2019 | $127,000 | – | 3,789 | +42000.0% | 0.02% | – |
| Q3 2019 | $0 | – | 9 | – | 0.00% | – |
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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% |