SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 761 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 61.69 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $469,000 | +44.8% | 13,957 | +37.1% | 0.10% | +34.7% |
| Q3 2019 | $324,000 | -0.9% | 10,177 | 0.0% | 0.07% | -2.7% |
| Q2 2019 | $327,000 | +2.5% | 10,177 | 0.0% | 0.07% | -2.6% |
| Q1 2019 | $319,000 | +10.4% | 10,177 | 0.0% | 0.08% | -2.6% |
| Q4 2018 | $289,000 | -11.1% | 10,177 | +5.1% | 0.08% | +5.4% |
| Q3 2018 | $325,000 | +5.5% | 9,682 | +3.8% | 0.07% | -3.9% |
| Q2 2018 | $308,000 | -1.3% | 9,326 | 0.0% | 0.08% | -13.5% |
| Q3 2017 | $312,000 | +5.4% | 9,326 | 0.0% | 0.09% | -10.1% |
| Q2 2017 | $296,000 | +6.1% | 9,326 | 0.0% | 0.10% | -1.0% |
| Q1 2017 | $279,000 | +8.1% | 9,326 | 0.0% | 0.10% | +2.0% |
| Q4 2016 | $258,000 | -3.7% | 9,326 | 0.0% | 0.10% | -9.3% |
| Q3 2016 | $268,000 | +5.9% | 9,326 | 0.0% | 0.11% | +2.9% |
| Q2 2016 | $253,000 | -3.8% | 9,326 | -3.9% | 0.10% | -7.9% |
| Q1 2016 | $263,000 | -1.5% | 9,706 | 0.0% | 0.11% | -14.3% |
| Q4 2015 | $267,000 | -9.8% | 9,706 | -10.2% | 0.13% | -18.9% |
| Q3 2015 | $296,000 | -10.3% | 10,814 | 0.0% | 0.16% | -2.4% |
| Q2 2015 | $330,000 | -12.9% | 10,814 | -13.8% | 0.17% | -16.0% |
| Q1 2015 | $379,000 | – | 12,543 | – | 0.20% | – |
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% |