SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 761 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 61.69 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,336,977 | -18.7% | 39,369 | -14.7% | 0.06% | -16.7% |
Q2 2023 | $1,644,505 | +97.6% | 46,129 | +92.9% | 0.07% | +80.0% |
Q1 2023 | $832,255 | +42.6% | 23,915 | +32.0% | 0.04% | -80.0% |
Q4 2022 | $583,429 | -21.1% | 18,113 | -17.6% | 0.20% | +525.0% |
Q4 2019 | $739,000 | – | 21,988 | – | 0.03% | – |
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% |