SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 710 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $2,000 | 0.0% | 72 | 0.0% | 0.00% | – |
| Q2 2022 | $2,000 | -33.3% | 72 | 0.0% | 0.00% | – |
| Q1 2022 | $3,000 | 0.0% | 72 | 0.0% | 0.00% | – |
| Q4 2021 | $3,000 | -99.9% | 72 | 0.0% | 0.00% | – |
| Q3 2021 | $2,786,000 | -1.9% | 72 | 0.0% | 0.00% | – |
| Q2 2021 | $2,840,000 | -70.0% | 72 | -71.4% | 0.00% | -100.0% |
| Q1 2021 | $9,480,000 | +30480.6% | 252 | -71.1% | 0.00% | -50.0% |
| Q4 2020 | $31,000 | -99.9% | 871 | 0.0% | 0.00% | -50.0% |
| Q3 2020 | $27,349,000 | +5.4% | 871 | -40.1% | 0.00% | 0.0% |
| Q2 2020 | $25,937,000 | -19.2% | 1,454 | +17.0% | 0.00% | -33.3% |
| Q1 2020 | $32,117,000 | -28.9% | 1,243 | -7.4% | 0.01% | 0.0% |
| Q4 2019 | $45,162,000 | +79131.6% | 1,343 | -26.0% | 0.01% | -25.0% |
| Q3 2019 | $57,000 | -100.0% | 1,815 | -60.2% | 0.01% | -63.6% |
| Q2 2019 | $146,298,000 | +4876500.0% | 4,559 | +3830.2% | 0.02% | +2100.0% |
| Q4 2018 | $3,000 | 0.0% | 116 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $3,000 | – | 116 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Riverpoint Wealth Management Holdings, LLC | 969,014 | $27,626,000 | 22.42% |
| Personal Capital Advisors Corp | 16,035,075 | $443,851,000 | 13.21% |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 710,982 | $19,680,000 | 12.84% |
| Live Your Vision, LLC | 913,058 | $25,273,000 | 10.74% |
| Financial Engines Advisors L.L.C. | 7,628,401 | $211,154,000 | 10.39% |
| APPLETON GROUP, LLC | 280,370 | $7,761,000 | 10.25% |
| Highland Private Wealth Management | 708,288 | $19,605,000 | 10.07% |
| HBK Sorce Advisory LLC | 1,948,781 | $53,942,000 | 9.75% |
| VECTOR WEALTH MANAGEMENT, LLC | 493,780 | $13,668,000 | 9.59% |
| BCWM, LLC | 740,584 | $20,500,000 | 9.54% |