SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 408 filers reported holding SCHWAB STRATEGIC TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $557,000 | -23.3% | 21,560 | 0.0% | 0.19% | +0.5% |
| Q4 2019 | $726,000 | +9.8% | 21,560 | +3.8% | 0.19% | +18.1% |
| Q3 2019 | $661,000 | 0.0% | 20,780 | +0.8% | 0.16% | 0.0% |
| Q2 2019 | $661,000 | +2.5% | 20,617 | 0.0% | 0.16% | -4.2% |
| Q1 2019 | $645,000 | +10.3% | 20,617 | 0.0% | 0.17% | -2.9% |
| Q4 2018 | $585,000 | -12.8% | 20,617 | +3.0% | 0.17% | -3.9% |
| Q3 2018 | $671,000 | +1.5% | 20,011 | 0.0% | 0.18% | -3.8% |
| Q2 2018 | $661,000 | -1.9% | 20,011 | 0.0% | 0.19% | -2.1% |
| Q1 2018 | $674,000 | -1.2% | 20,011 | 0.0% | 0.19% | -1.0% |
| Q4 2017 | $682,000 | +4.3% | 20,011 | +2.4% | 0.19% | -1.0% |
| Q3 2017 | $654,000 | +5.3% | 19,550 | 0.0% | 0.19% | +1.0% |
| Q2 2017 | $621,000 | +6.3% | 19,550 | 0.0% | 0.19% | +2.7% |
| Q1 2017 | $584,000 | +7.9% | 19,550 | 0.0% | 0.19% | -0.5% |
| Q4 2016 | $541,000 | -1.1% | 19,550 | +2.9% | 0.19% | -4.6% |
| Q3 2016 | $547,000 | +6.2% | 18,991 | 0.0% | 0.20% | 0.0% |
| Q2 2016 | $515,000 | 0.0% | 18,991 | 0.0% | 0.20% | -7.1% |
| Q1 2016 | $515,000 | -1.5% | 18,991 | 0.0% | 0.21% | +1.9% |
| Q4 2015 | $523,000 | – | 18,991 | – | 0.21% | – |
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% |