SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 333 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $39,000 | -23.5% | 1,508 | 0.0% | 0.01% | -9.1% |
| Q4 2019 | $51,000 | +6.2% | 1,508 | 0.0% | 0.01% | +10.0% |
| Q3 2019 | $48,000 | 0.0% | 1,508 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $48,000 | +2.1% | 1,508 | 0.0% | 0.01% | -16.7% |
| Q1 2019 | $47,000 | +9.3% | 1,508 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $43,000 | -15.7% | 1,508 | 0.0% | 0.01% | -7.7% |
| Q3 2018 | $51,000 | +2.0% | 1,508 | 0.0% | 0.01% | -7.1% |
| Q2 2018 | $50,000 | -2.0% | 1,508 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $51,000 | 0.0% | 1,508 | 0.0% | 0.01% | +7.7% |
| Q4 2017 | $51,000 | +2.0% | 1,508 | 0.0% | 0.01% | -7.1% |
| Q3 2017 | $50,000 | 0.0% | 1,508 | -4.4% | 0.01% | 0.0% |
| Q2 2017 | $50,000 | +6.4% | 1,577 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $47,000 | +11.9% | 1,577 | +4.6% | 0.01% | +7.7% |
| Q4 2016 | $42,000 | -2.3% | 1,508 | 0.0% | 0.01% | -13.3% |
| Q3 2016 | $43,000 | +4.9% | 1,508 | 0.0% | 0.02% | +7.1% |
| Q2 2016 | $41,000 | – | 1,508 | – | 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% |