SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 731 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $193,572 | -4.7% | 5,700 | 0.0% | 0.18% | -3.3% |
| Q2 2023 | $203,205 | +86739.7% | 5,700 | -29.0% | 0.18% | -21.9% |
| Q1 2023 | $234 | -99.9% | 8,026 | 0.0% | 0.23% | 0.0% |
| Q3 2022 | $234,000 | -55.8% | 8,026 | -41.4% | 0.23% | -11.7% |
| Q3 2021 | $530,000 | -1.9% | 13,693 | 0.0% | 0.26% | +26.9% |
| Q2 2021 | $540,000 | +3.3% | 13,693 | -1.5% | 0.21% | +5.6% |
| Q1 2021 | $523,000 | +3.4% | 13,900 | -1.2% | 0.20% | +4.8% |
| Q4 2020 | $506,000 | +14.5% | 14,063 | 0.0% | 0.19% | +8.0% |
| Q3 2020 | $442,000 | +5.7% | 14,063 | 0.0% | 0.17% | -0.6% |
| Q2 2020 | $418,000 | -29.3% | 14,063 | -38.5% | 0.18% | -44.3% |
| Q1 2020 | $591,000 | +4.6% | 22,861 | +8.7% | 0.31% | +16.3% |
| Q4 2019 | $565,000 | – | 21,038 | – | 0.27% | – |
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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% |