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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $605,742 | +18.9% | 17,837 | +24.8% | 0.15% | +33.6% |
| Q2 2023 | $509,343 | +2.4% | 14,287 | -0.0% | 0.11% | -27.6% |
| Q1 2023 | $497,405 | -49.7% | 14,293 | -53.4% | 0.16% | -51.9% |
| Q4 2022 | $987,985 | +120.0% | 30,673 | +91.9% | 0.32% | +90.6% |
| Q3 2022 | $449,000 | -6.8% | 15,981 | +4.1% | 0.17% | -4.5% |
| Q2 2022 | $482,000 | -15.1% | 15,347 | -0.9% | 0.18% | -6.3% |
| Q1 2022 | $568,000 | -36.9% | 15,487 | -33.2% | 0.19% | -35.6% |
| Q4 2021 | $900,000 | +53.1% | 23,176 | +52.6% | 0.30% | +31.1% |
| Q3 2021 | $588,000 | +33.3% | 15,184 | +35.8% | 0.22% | +31.6% |
| Q2 2021 | $441,000 | +10.5% | 11,180 | +5.5% | 0.17% | -15.8% |
| Q1 2021 | $399,000 | -10.5% | 10,596 | -14.5% | 0.20% | -22.8% |
| Q4 2020 | $446,000 | +6.4% | 12,398 | -7.0% | 0.26% | -14.9% |
| Q3 2020 | $419,000 | +4.0% | 13,335 | -1.8% | 0.31% | +4.7% |
| Q2 2020 | $403,000 | +0.5% | 13,573 | -12.6% | 0.30% | -22.6% |
| Q1 2020 | $401,000 | -74.4% | 15,529 | -66.4% | 0.38% | -72.6% |
| Q4 2019 | $1,565,000 | – | 46,202 | – | 1.39% | – |
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% |