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 | $3,471,290 | +2.6% | 102,217 | +7.7% | 1.08% | -9.5% |
| Q2 2023 | $3,382,467 | +11.7% | 94,880 | +9.0% | 1.20% | -2.4% |
| Q1 2023 | $3,027,842 | +19.2% | 87,007 | +10.4% | 1.22% | -34.8% |
| Q4 2022 | $2,539,595 | +38.1% | 78,845 | +20.6% | 1.88% | +19.7% |
| Q3 2022 | $1,839,000 | -5.5% | 65,392 | +5.7% | 1.57% | -17.9% |
| Q2 2022 | $1,946,000 | -25.2% | 61,864 | -12.7% | 1.91% | +44.0% |
| Q1 2022 | $2,601,000 | +10.2% | 70,835 | +16.6% | 1.33% | +8.6% |
| Q4 2021 | $2,361,000 | +9.2% | 60,734 | +8.7% | 1.22% | +6.2% |
| Q3 2021 | $2,163,000 | -11.2% | 55,893 | -9.5% | 1.15% | -7.0% |
| Q2 2021 | $2,437,000 | +25.5% | 61,768 | +19.6% | 1.24% | +10.6% |
| Q1 2021 | $1,942,000 | +19.1% | 51,624 | +14.0% | 1.12% | -9.9% |
| Q4 2020 | $1,630,000 | +17.6% | 45,277 | +2.6% | 1.24% | +13.0% |
| Q3 2020 | $1,386,000 | +14.5% | 44,147 | +8.5% | 1.10% | -19.5% |
| Q2 2020 | $1,211,000 | -1.9% | 40,689 | -14.8% | 1.37% | -62.7% |
| Q1 2020 | $1,234,000 | -20.7% | 47,774 | +3.2% | 3.66% | +166.6% |
| Q4 2019 | $1,557,000 | – | 46,285 | – | 1.37% | – |
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% |