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 | $3,072,011 | +12.3% | 90,460 | +17.9% | 0.36% | +16.4% |
| Q2 2023 | $2,735,983 | +3.8% | 76,746 | +1.3% | 0.31% | -20.1% |
| Q1 2023 | $2,635,703 | +9.2% | 75,739 | +1.1% | 0.39% | +1.8% |
| Q4 2022 | $2,412,883 | +14.5% | 74,911 | -0.0% | 0.38% | -21.9% |
| Q3 2022 | $2,107,000 | -10.3% | 74,913 | +0.3% | 0.49% | -20.2% |
| Q2 2022 | $2,349,000 | -19.8% | 74,692 | -6.4% | 0.61% | -2.9% |
| Q1 2022 | $2,929,000 | -5.5% | 79,759 | +0.0% | 0.63% | -5.1% |
| Q4 2021 | $3,099,000 | +1.1% | 79,732 | +0.6% | 0.66% | +8.7% |
| Q3 2021 | $3,066,000 | -1.9% | 79,232 | 0.0% | 0.61% | -15.1% |
| Q2 2021 | $3,126,000 | +5.3% | 79,232 | +0.3% | 0.72% | -9.5% |
| Q1 2021 | $2,970,000 | +10.7% | 78,959 | +5.9% | 0.80% | -7.8% |
| Q4 2020 | $2,684,000 | +14.4% | 74,535 | -0.2% | 0.86% | -6.7% |
| Q3 2020 | $2,346,000 | +5.6% | 74,710 | +0.1% | 0.93% | -10.4% |
| Q2 2020 | $2,221,000 | +16.2% | 74,655 | +1.0% | 1.03% | -2.5% |
| Q1 2020 | $1,911,000 | -23.2% | 73,945 | 0.0% | 1.06% | -10.8% |
| Q4 2019 | $2,487,000 | – | 73,945 | – | 1.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Riverpoint Wealth Management Holdings, LLC | 969,014 | $27,626,000 | 22.42% |
| Personal Capital Advisors Corp | 16,035,075 | $443,851,000 | 13.21% |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 710,982 | $19,680,000 | 12.84% |
| Live Your Vision, LLC | 913,058 | $25,273,000 | 10.74% |
| Financial Engines Advisors L.L.C. | 7,628,401 | $211,154,000 | 10.39% |
| APPLETON GROUP, LLC | 280,370 | $7,761,000 | 10.25% |
| Highland Private Wealth Management | 708,288 | $19,605,000 | 10.07% |
| HBK Sorce Advisory LLC | 1,948,781 | $53,942,000 | 9.75% |
| VECTOR WEALTH MANAGEMENT, LLC | 493,780 | $13,668,000 | 9.59% |
| BCWM, LLC | 740,584 | $20,500,000 | 9.54% |