SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 385 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is 0.40 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $389,000 | +19.7% | 10,805 | +4.5% | 0.16% | +10.1% |
| Q3 2020 | $325,000 | +0.9% | 10,342 | -4.6% | 0.15% | -5.7% |
| Q2 2020 | $322,000 | +9.2% | 10,835 | -5.2% | 0.16% | +1.3% |
| Q1 2020 | $295,000 | -94.9% | 11,427 | -93.4% | 0.16% | -93.3% |
| Q4 2019 | $5,795,000 | +10.5% | 172,327 | +4.7% | 2.32% | +11.4% |
| Q3 2019 | $5,242,000 | -54.2% | 164,537 | -53.8% | 2.08% | -55.2% |
| Q2 2019 | $11,439,000 | -1.2% | 356,463 | -3.6% | 4.64% | -4.5% |
| Q1 2019 | $11,573,000 | -6.1% | 369,614 | -15.0% | 4.86% | -19.4% |
| Q4 2018 | $12,327,000 | -42.1% | 434,808 | -31.5% | 6.04% | -38.6% |
| Q3 2018 | $21,280,000 | -3.5% | 634,643 | -4.9% | 9.82% | -1.4% |
| Q2 2018 | $22,045,000 | -3.6% | 667,022 | -1.7% | 9.97% | -8.0% |
| Q1 2018 | $22,877,000 | -0.5% | 678,627 | +0.6% | 10.84% | +0.4% |
| Q4 2017 | $22,991,000 | +5.0% | 674,810 | +3.2% | 10.80% | +0.6% |
| Q3 2017 | $21,886,000 | +9.5% | 653,905 | +4.0% | 10.73% | +2.6% |
| Q2 2017 | $19,982,000 | – | 628,760 | – | 10.46% | – |
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% |