SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 655 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 44.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $66,000 | +3.1% | 2,047 | 0.0% | 0.11% | +48.0% |
| Q1 2019 | $64,000 | -28.9% | 2,047 | -35.2% | 0.08% | +87.5% |
| Q4 2018 | $90,000 | -40.4% | 3,161 | -30.0% | 0.04% | -60.4% |
| Q3 2018 | $151,000 | +104.1% | 4,513 | +102.4% | 0.10% | +173.0% |
| Q2 2018 | $74,000 | -65.6% | 2,230 | -65.0% | 0.04% | -68.1% |
| Q1 2018 | $215,000 | +36.9% | 6,380 | +38.5% | 0.12% | +13.7% |
| Q4 2017 | $157,000 | -21.1% | 4,608 | -22.5% | 0.10% | -20.3% |
| Q3 2017 | $199,000 | +2.1% | 5,943 | -2.9% | 0.13% | -3.0% |
| Q2 2017 | $195,000 | -24.1% | 6,121 | -28.8% | 0.13% | -31.2% |
| Q1 2017 | $257,000 | +1.2% | 8,593 | -6.2% | 0.19% | -32.6% |
| Q4 2016 | $254,000 | -19.1% | 9,164 | -15.9% | 0.28% | +1.8% |
| Q3 2016 | $314,000 | +2.3% | 10,903 | -3.8% | 0.28% | -0.7% |
| Q2 2016 | $307,000 | +2.7% | 11,335 | +2.7% | 0.28% | -6.9% |
| Q1 2016 | $299,000 | -11.5% | 11,039 | -3.8% | 0.30% | -5.6% |
| Q3 2015 | $338,000 | +14.2% | 11,476 | +18.1% | 0.32% | +32.6% |
| Q2 2015 | $296,000 | +27.6% | 9,720 | +26.8% | 0.24% | -12.6% |
| Q1 2015 | $232,000 | +16.0% | 7,664 | +10.5% | 0.28% | +51.4% |
| Q4 2014 | $200,000 | – | 6,933 | – | 0.18% | – |
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% |