SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 489 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $231,000 | -8.7% | 6,875 | -13.5% | 0.20% | -16.3% |
| Q3 2019 | $253,000 | -15.7% | 7,945 | -15.3% | 0.24% | -13.1% |
| Q2 2019 | $300,000 | -19.4% | 9,378 | -21.1% | 0.28% | -14.9% |
| Q1 2019 | $372,000 | -12.1% | 11,881 | -20.3% | 0.32% | -18.8% |
| Q4 2018 | $423,000 | -21.7% | 14,910 | -7.4% | 0.40% | -5.9% |
| Q3 2018 | $540,000 | -0.6% | 16,094 | -2.1% | 0.42% | -4.1% |
| Q2 2018 | $543,000 | +12.0% | 16,442 | +14.2% | 0.44% | +8.6% |
| Q1 2018 | $485,000 | +56.5% | 14,392 | +58.2% | 0.41% | +53.2% |
| Q4 2017 | $310,000 | – | 9,097 | – | 0.26% | – |
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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% |