SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 710 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $843,104 | -0.7% | 22,811 | -8.7% | 0.25% | -7.0% |
| Q3 2023 | $848,644 | -5.7% | 24,990 | -1.0% | 0.27% | -6.2% |
| Q2 2023 | $900,217 | +2.6% | 25,252 | +0.1% | 0.29% | -2.4% |
| Q1 2023 | $877,536 | +4.4% | 25,217 | -3.4% | 0.30% | -3.0% |
| Q4 2022 | $840,634 | +17.4% | 26,099 | +2.6% | 0.30% | +8.2% |
| Q3 2022 | $716,000 | -13.3% | 25,448 | -3.1% | 0.28% | -7.3% |
| Q2 2022 | $826,000 | -23.5% | 26,255 | -10.8% | 0.30% | -11.9% |
| Q1 2022 | $1,080,000 | -7.1% | 29,424 | -1.6% | 0.34% | -9.2% |
| Q4 2021 | $1,162,000 | -0.1% | 29,891 | -0.6% | 0.38% | -7.8% |
| Q3 2021 | $1,163,000 | -6.3% | 30,064 | -4.5% | 0.41% | -10.5% |
| Q2 2021 | $1,241,000 | -10.1% | 31,466 | -14.3% | 0.46% | -8.7% |
| Q1 2021 | $1,381,000 | -6.8% | 36,698 | -10.8% | 0.50% | -13.9% |
| Q4 2020 | $1,481,000 | +6.5% | 41,148 | -7.1% | 0.58% | -5.8% |
| Q3 2020 | $1,390,000 | -4.7% | 44,289 | -9.7% | 0.62% | -7.3% |
| Q2 2020 | $1,459,000 | -24.9% | 49,063 | -34.7% | 0.67% | -34.6% |
| Q1 2020 | $1,942,000 | -63.0% | 75,175 | -51.9% | 1.02% | -61.4% |
| Q4 2019 | $5,251,000 | -8.8% | 156,149 | -13.6% | 2.65% | -2.0% |
| Q3 2019 | $5,757,000 | -7.1% | 180,714 | -6.4% | 2.70% | -4.4% |
| Q2 2019 | $6,196,000 | -50.5% | 193,087 | -6.4% | 2.83% | +5.8% |
| Q1 2019 | $12,520,000 | +109.6% | 206,209 | -2.1% | 2.67% | -3.0% |
| Q4 2018 | $5,973,000 | -17.5% | 210,705 | -2.4% | 2.75% | -7.1% |
| Q3 2018 | $7,241,000 | -2.9% | 215,975 | -4.3% | 2.96% | -5.9% |
| Q2 2018 | $7,461,000 | -8.6% | 225,778 | -6.7% | 3.14% | -6.7% |
| Q1 2018 | $8,161,000 | -2.4% | 242,108 | -1.4% | 3.37% | -0.4% |
| Q4 2017 | $8,362,000 | +1420.4% | 245,446 | +1391.4% | 3.38% | +1028.3% |
| Q3 2017 | $550,000 | – | 16,457 | – | 0.30% | – |
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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% |