SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 731 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $220,504 | +1.2% | 6,493 | +6.2% | 0.03% | 0.0% |
| Q2 2023 | $217,895 | -23.7% | 6,112 | -25.9% | 0.03% | -32.6% |
| Q1 2023 | $285,759 | -82.0% | 8,245 | -83.3% | 0.05% | -85.2% |
| Q4 2022 | $1,590,357 | +10.0% | 49,375 | -4.0% | 0.31% | +1.6% |
| Q3 2022 | $1,446,000 | -9.2% | 51,414 | +1.5% | 0.31% | -9.2% |
| Q2 2022 | $1,593,000 | -13.3% | 50,647 | +2.8% | 0.34% | +0.3% |
| Q1 2022 | $1,837,000 | -3.2% | 49,249 | -1.5% | 0.34% | +9.1% |
| Q4 2021 | $1,897,000 | -17.3% | 50,024 | -14.8% | 0.31% | -25.4% |
| Q3 2021 | $2,295,000 | 0.0% | 58,735 | 0.0% | 0.41% | 0.0% |
| Q2 2021 | $2,295,000 | +10.4% | 58,735 | +6.3% | 0.41% | +0.7% |
| Q1 2021 | $2,079,000 | -17.2% | 55,271 | -20.7% | 0.41% | -21.0% |
| Q4 2020 | $2,510,000 | +25.7% | 69,693 | – | 0.52% | -6.5% |
| Q3 2020 | $1,997,000 | -98.5% | 0 | -100.0% | 0.56% | -90.5% |
| Q1 2020 | $136,960,000 | +5831.6% | 4,466,963 | +6407.1% | 5.87% | +2315.2% |
| Q4 2019 | $2,309,000 | – | 68,648 | – | 0.24% | – |
Download | ||||||
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% |