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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,488,004 | -96.9% | 161,602 | -96.9% | 0.00% | -97.3% |
| Q1 2023 | $179,437,465 | +13.6% | 5,156,249 | +5.2% | 0.07% | 0.0% |
| Q4 2022 | $157,924,599 | +1886.5% | 4,902,968 | +2164.6% | 0.07% | +2333.3% |
| Q1 2022 | $7,950,000 | -73.5% | 216,506 | -71.9% | 0.00% | -70.0% |
| Q4 2021 | $29,969,000 | +9.5% | 771,003 | +9.0% | 0.01% | 0.0% |
| Q3 2021 | $27,371,000 | -46.6% | 707,260 | -58.9% | 0.01% | -73.7% |
| Q2 2020 | $51,225,000 | +381.0% | 1,721,849 | +317.8% | 0.04% | +280.0% |
| Q1 2020 | $10,649,000 | +62.5% | 412,118 | +100.4% | 0.01% | -9.1% |
| Q3 2019 | $6,552,000 | -73.7% | 205,647 | -74.2% | 0.01% | -73.2% |
| Q1 2019 | $24,930,000 | +226.7% | 796,237 | +249.9% | 0.04% | +173.3% |
| Q3 2018 | $7,630,000 | -73.5% | 227,561 | -73.1% | 0.02% | -81.9% |
| Q4 2017 | $28,771,000 | -47.9% | 844,460 | -48.8% | 0.08% | -53.4% |
| Q3 2017 | $55,173,000 | -11.4% | 1,648,438 | -15.8% | 0.18% | -18.3% |
| Q2 2017 | $62,240,000 | +71.0% | 1,958,458 | +60.7% | 0.22% | +34.6% |
| Q1 2017 | $36,397,000 | +36.9% | 1,218,507 | +26.9% | 0.16% | +39.7% |
| Q4 2016 | $26,581,000 | +4229.2% | 960,297 | +4399.6% | 0.12% | +3766.7% |
| Q3 2016 | $614,000 | -97.7% | 21,342 | -97.8% | 0.00% | -97.7% |
| Q2 2016 | $26,186,000 | -47.8% | 965,906 | -47.8% | 0.13% | -53.7% |
| Q1 2016 | $50,151,000 | +298.6% | 1,849,905 | +305.2% | 0.28% | +260.3% |
| Q4 2015 | $12,583,000 | -2.3% | 456,551 | -3.0% | 0.08% | -3.7% |
| Q3 2015 | $12,881,000 | -34.3% | 470,628 | -27.4% | 0.08% | -46.7% |
| Q1 2015 | $19,603,000 | +28.0% | 648,471 | +31.3% | 0.15% | -2.6% |
| Q3 2014 | $15,316,000 | +157.1% | 493,733 | +173.3% | 0.16% | +105.3% |
| Q2 2014 | $5,958,000 | -39.1% | 180,640 | -41.8% | 0.08% | -29.6% |
| Q1 2014 | $9,776,000 | – | 310,341 | – | 0.11% | – |
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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% |