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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $37,085 | -5.2% | 1,092 | -0.5% | 0.01% | 0.0% |
| Q2 2023 | $39,109 | -11.4% | 1,097 | -13.6% | 0.01% | -20.0% |
| Q1 2023 | $44,162 | +8.0% | 1,269 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $40,874 | +13.5% | 1,269 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $36,000 | -10.0% | 1,269 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $40,000 | -14.9% | 1,269 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $47,000 | -4.1% | 1,269 | +0.4% | 0.01% | 0.0% |
| Q4 2021 | $49,000 | 0.0% | 1,264 | 0.0% | 0.01% | -16.7% |
| Q3 2021 | $49,000 | -2.0% | 1,264 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $50,000 | +4.2% | 1,264 | 0.0% | 0.01% | -7.7% |
| Q1 2021 | $48,000 | -41.5% | 1,264 | -44.2% | 0.01% | -43.5% |
| Q4 2020 | $82,000 | +15.5% | 2,264 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $71,000 | +6.0% | 2,264 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $67,000 | -6.9% | 2,264 | -18.3% | 0.02% | -4.2% |
| Q1 2020 | $72,000 | -22.6% | 2,772 | 0.0% | 0.02% | +4.3% |
| Q4 2019 | $93,000 | – | 2,772 | – | 0.02% | – |
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% |