SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 718 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 1.74 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $61,456,314 | -25.2% | 1,723,880 | -27.0% | 2.97% | -30.7% |
Q1 2023 | $82,190,175 | +114968.8% | 2,361,787 | +6.5% | 4.28% | +14.1% |
Q4 2022 | $71,427 | -99.9% | 2,217,540 | -29.2% | 3.75% | -26.9% |
Q3 2022 | $88,132,000 | -15.3% | 3,133,039 | -5.3% | 5.14% | -6.3% |
Q2 2022 | $104,024,000 | +9.5% | 3,307,602 | +27.9% | 5.48% | +17.0% |
Q1 2022 | $94,985,000 | -26.2% | 2,586,724 | -21.8% | 4.68% | -23.4% |
Q4 2021 | $128,642,000 | +7.1% | 3,309,548 | +6.6% | 6.11% | -5.8% |
Q3 2021 | $120,134,000 | +7.4% | 3,104,237 | +9.5% | 6.49% | -2.9% |
Q2 2021 | $111,878,000 | +15.1% | 2,835,952 | +9.7% | 6.68% | -3.4% |
Q1 2021 | $97,225,000 | +30.7% | 2,584,397 | +25.1% | 6.91% | +6.8% |
Q4 2020 | $74,391,000 | +23.5% | 2,065,834 | +7.7% | 6.47% | +5.4% |
Q3 2020 | $60,257,000 | +20.0% | 1,918,998 | +13.7% | 6.14% | +10.1% |
Q2 2020 | $50,226,000 | +910.4% | 1,688,266 | +777.7% | 5.57% | +726.9% |
Q1 2020 | $4,971,000 | -81.4% | 192,358 | -75.8% | 0.67% | -78.4% |
Q4 2019 | $26,734,000 | +13.7% | 794,941 | +7.7% | 3.12% | +0.7% |
Q3 2019 | $23,513,000 | +10.3% | 738,024 | +11.1% | 3.10% | -1.3% |
Q2 2019 | $21,321,000 | +69.7% | 664,422 | +65.6% | 3.14% | +51.3% |
Q1 2019 | $12,561,000 | +29.6% | 401,189 | +17.3% | 2.08% | +11.1% |
Q4 2018 | $9,694,000 | -71.4% | 341,951 | -66.2% | 1.87% | -70.2% |
Q3 2018 | $33,937,000 | +8.8% | 1,012,133 | +7.3% | 6.28% | -2.4% |
Q2 2018 | $31,187,000 | +11.5% | 943,630 | +13.7% | 6.43% | -3.7% |
Q1 2018 | $27,967,000 | +4.0% | 829,649 | +5.1% | 6.68% | -0.5% |
Q4 2017 | $26,904,000 | +44.8% | 789,663 | +42.2% | 6.71% | +11.2% |
Q3 2017 | $18,582,000 | +15.8% | 555,191 | +9.9% | 6.04% | -0.9% |
Q2 2017 | $16,052,000 | +29.7% | 505,083 | +21.9% | 6.09% | +13.1% |
Q1 2017 | $12,381,000 | +42.6% | 414,481 | +32.1% | 5.39% | +20.1% |
Q4 2016 | $8,685,000 | – | 313,747 | – | 4.48% | – |
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% |