SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 635 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $52,520,000 | +92614.5% | 1,546,510 | -2.7% | 3.12% | -0.3% |
| Q2 2023 | $56,647 | +5.4% | 1,588,987 | +2.9% | 3.13% | -5.8% |
| Q1 2023 | $53,728 | +7.9% | 1,543,908 | -0.1% | 3.32% | +1.2% |
| Q4 2022 | $49,804 | -99.9% | 1,546,218 | +0.7% | 3.28% | +4.7% |
| Q3 2022 | $43,209,000 | +0.4% | 1,536,053 | +12.2% | 3.13% | +2.2% |
| Q2 2022 | $43,043,000 | -9.7% | 1,368,615 | +5.5% | 3.07% | +1.1% |
| Q1 2022 | $47,647,000 | -4.0% | 1,297,584 | +1.6% | 3.03% | -3.1% |
| Q4 2021 | $49,650,000 | +3.0% | 1,277,332 | +2.5% | 3.13% | -39.4% |
| Q3 2021 | $48,218,000 | -7.3% | 1,245,937 | -3.7% | 5.16% | +34.4% |
| Q2 2021 | $52,008,000 | +8.2% | 1,293,411 | +1.2% | 3.84% | -1.8% |
| Q1 2021 | $48,078,000 | +4.6% | 1,277,983 | +0.1% | 3.91% | +2.7% |
| Q4 2020 | $45,985,000 | +12.2% | 1,277,011 | -2.2% | 3.81% | -1.6% |
| Q3 2020 | $40,990,000 | +3.5% | 1,305,427 | -1.9% | 3.87% | -3.6% |
| Q2 2020 | $39,587,000 | +188.0% | 1,330,670 | +150.2% | 4.01% | +135.0% |
| Q1 2020 | $13,744,000 | +439.0% | 531,890 | +601.4% | 1.71% | +580.5% |
| Q4 2019 | $2,550,000 | +14.6% | 75,838 | +8.5% | 0.25% | +4.1% |
| Q3 2019 | $2,226,000 | +0.1% | 69,867 | +0.8% | 0.24% | +2.6% |
| Q2 2019 | $2,224,000 | -1.3% | 69,314 | -3.7% | 0.24% | -0.4% |
| Q1 2019 | $2,254,000 | +21.2% | 71,989 | +9.8% | 0.24% | +4.4% |
| Q4 2018 | $1,859,000 | – | 65,563 | – | 0.23% | – |
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% |