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 | $228,217 | -4.7% | 6,720 | 0.0% | 0.06% | -3.5% |
| Q2 2023 | $239,574 | -1.4% | 6,720 | -3.7% | 0.06% | -6.6% |
| Q1 2023 | $242,923 | +11.7% | 6,981 | +3.4% | 0.06% | +3.4% |
| Q4 2022 | $217,468 | -1.2% | 6,752 | -13.7% | 0.06% | -7.8% |
| Q3 2022 | $220,000 | -31.5% | 7,826 | -10.4% | 0.06% | -22.0% |
| Q1 2022 | $321,000 | -5.9% | 8,735 | -0.5% | 0.08% | -3.5% |
| Q4 2021 | $341,000 | +41.5% | 8,776 | +41.2% | 0.08% | +30.8% |
| Q3 2021 | $241,000 | -9.1% | 6,217 | -7.4% | 0.06% | -11.0% |
| Q2 2021 | $265,000 | +5.2% | 6,717 | +0.3% | 0.07% | -5.2% |
| Q1 2021 | $252,000 | -32.4% | 6,700 | -35.4% | 0.08% | -35.3% |
| Q4 2020 | $373,000 | -27.1% | 10,371 | -36.4% | 0.12% | -32.8% |
| Q3 2020 | $512,000 | -5.5% | 16,304 | -10.5% | 0.18% | -11.1% |
| Q2 2020 | $542,000 | -14.0% | 18,214 | -25.3% | 0.20% | -24.6% |
| Q1 2020 | $630,000 | +33.2% | 24,374 | +73.4% | 0.26% | +52.6% |
| Q4 2019 | $473,000 | +5.6% | 14,054 | 0.0% | 0.17% | -3.9% |
| Q3 2019 | $448,000 | +110.3% | 14,054 | +111.5% | 0.18% | +102.2% |
| Q2 2019 | $213,000 | – | 6,644 | – | 0.09% | – |
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% |