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 2023 | $2,036,269 | -3.4% | 59,961 | -0.9% | 1.33% | -3.1% |
Q2 2023 | $2,106,895 | +0.1% | 60,491 | 0.0% | 1.37% | +0.6% |
Q1 2023 | $2,105,080 | +7.7% | 60,491 | -0.3% | 1.36% | +1.6% |
Q4 2022 | $1,954,851 | +12.9% | 60,691 | -1.4% | 1.34% | +7.1% |
Q3 2022 | $1,731,000 | -8.9% | 61,541 | +1.9% | 1.25% | -3.2% |
Q2 2022 | $1,900,000 | -11.5% | 60,412 | +3.4% | 1.29% | +0.4% |
Q1 2022 | $2,146,000 | -4.7% | 58,438 | +0.8% | 1.29% | -1.8% |
Q4 2021 | $2,252,000 | +0.4% | 57,947 | 0.0% | 1.31% | -2.2% |
Q3 2021 | $2,243,000 | -1.9% | 57,947 | 0.0% | 1.34% | +0.4% |
Q2 2021 | $2,286,000 | +6.6% | 57,947 | +1.6% | 1.33% | +0.6% |
Q1 2021 | $2,145,000 | +5.3% | 57,010 | +0.8% | 1.33% | -2.6% |
Q4 2020 | $2,037,000 | +14.7% | 56,572 | 0.0% | 1.36% | +5.4% |
Q3 2020 | $1,776,000 | +5.5% | 56,572 | 0.0% | 1.29% | +1.8% |
Q2 2020 | $1,683,000 | +455.4% | 56,572 | +381.9% | 1.27% | +380.3% |
Q1 2020 | $303,000 | -23.3% | 11,739 | 0.0% | 0.26% | -4.3% |
Q4 2019 | $395,000 | +7.6% | 11,739 | +2.0% | 0.28% | +1.5% |
Q3 2019 | $367,000 | -1.6% | 11,506 | -0.9% | 0.27% | -2.2% |
Q2 2019 | $373,000 | +118.1% | 11,616 | +112.5% | 0.28% | +115.5% |
Q1 2019 | $171,000 | +8.2% | 5,466 | -1.7% | 0.13% | -1.5% |
Q4 2018 | $158,000 | -15.1% | 5,560 | 0.0% | 0.13% | -5.8% |
Q3 2018 | $186,000 | +1.1% | 5,560 | 0.0% | 0.14% | 0.0% |
Q2 2018 | $184,000 | -1.6% | 5,560 | 0.0% | 0.14% | -6.1% |
Q1 2018 | $187,000 | -8.8% | 5,560 | -7.7% | 0.15% | -8.6% |
Q4 2017 | $205,000 | +1.5% | 6,025 | 0.0% | 0.16% | -2.4% |
Q3 2017 | $202,000 | +5.8% | 6,025 | 0.0% | 0.17% | -14.4% |
Q2 2017 | $191,000 | +6.1% | 6,025 | 0.0% | 0.19% | +22.8% |
Q1 2017 | $180,000 | +16.1% | 6,025 | +7.5% | 0.16% | +11.3% |
Q4 2016 | $155,000 | -3.7% | 5,606 | 0.0% | 0.14% | -8.4% |
Q3 2016 | $161,000 | +5.9% | 5,606 | 0.0% | 0.16% | +2.6% |
Q2 2016 | $152,000 | +22.6% | 5,606 | +22.5% | 0.15% | +22.8% |
Q1 2016 | $124,000 | – | 4,576 | – | 0.12% | – |
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% |