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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $416,000 | +16.5% | 10,545 | +11.2% | 0.06% | +3.3% |
| Q1 2021 | $357,000 | +9.8% | 9,482 | +5.1% | 0.06% | -4.7% |
| Q4 2020 | $325,000 | +15.7% | 9,020 | +0.8% | 0.06% | -12.3% |
| Q3 2020 | $281,000 | +6.0% | 8,948 | +0.6% | 0.07% | -3.9% |
| Q2 2020 | $265,000 | -23.9% | 8,893 | -34.0% | 0.08% | -37.2% |
| Q1 2020 | $348,000 | -14.3% | 13,482 | +11.7% | 0.12% | +8.0% |
| Q4 2019 | $406,000 | +13.4% | 12,073 | +7.6% | 0.11% | +1.8% |
| Q3 2019 | $358,000 | +1.7% | 11,225 | +2.2% | 0.11% | -2.7% |
| Q2 2019 | $352,000 | +3.5% | 10,984 | +1.3% | 0.11% | -3.4% |
| Q1 2019 | $340,000 | +13.3% | 10,848 | +2.5% | 0.12% | +4.5% |
| Q4 2018 | $300,000 | -12.8% | 10,580 | +3.0% | 0.11% | -8.2% |
| Q3 2018 | $344,000 | – | 10,273 | – | 0.12% | – |
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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% |