SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 666 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 6.47 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $5,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $5,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $5,000 | +25.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $4,000 | -20.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $5,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $5,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $5,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $5,000 | -95.5% | 150 | -95.5% | 0.00% | -95.1% |
| Q3 2017 | $112,000 | +5.7% | 3,345 | 0.0% | 0.08% | +2.5% |
| Q2 2017 | $106,000 | +71.0% | 3,345 | +62.0% | 0.08% | +63.3% |
| Q1 2017 | $62,000 | +34.8% | 2,065 | +23.3% | 0.05% | +28.9% |
| Q4 2016 | $46,000 | -4.2% | 1,675 | 0.0% | 0.04% | -5.0% |
| Q3 2016 | $48,000 | +300.0% | 1,675 | +272.2% | 0.04% | +700.0% |
| Q2 2016 | $12,000 | 0.0% | 450 | 0.0% | 0.01% | -54.5% |
| Q1 2016 | $12,000 | 0.0% | 450 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $12,000 | 0.0% | 450 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $12,000 | -14.3% | 450 | 0.0% | 0.01% | -8.3% |
| Q2 2015 | $14,000 | 0.0% | 450 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $14,000 | +7.7% | 450 | 0.0% | 0.01% | +9.1% |
| Q4 2014 | $13,000 | -7.1% | 450 | 0.0% | 0.01% | -8.3% |
| Q3 2014 | $14,000 | -6.7% | 450 | 0.0% | 0.01% | -7.7% |
| Q2 2014 | $15,000 | +7.1% | 450 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $14,000 | – | 450 | – | 0.01% | – |
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% |