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 | $23,833 | -4.5% | 701,798 | +0.3% | 0.05% | -3.9% |
| Q2 2023 | $24,944 | +15.0% | 699,686 | +12.2% | 0.05% | +10.9% |
| Q1 2023 | $21,692 | +76.9% | 623,352 | +63.7% | 0.05% | +58.6% |
| Q4 2022 | $12,262 | -99.9% | 380,698 | +1.2% | 0.03% | +7.4% |
| Q3 2022 | $10,581,000 | -2.0% | 376,175 | +9.6% | 0.03% | -3.6% |
| Q2 2022 | $10,794,000 | -6.1% | 343,242 | +9.7% | 0.03% | +7.7% |
| Q1 2022 | $11,492,000 | -4.8% | 312,976 | +0.8% | 0.03% | -3.7% |
| Q4 2021 | $12,073,000 | +15.9% | 310,608 | +15.4% | 0.03% | +3.8% |
| Q3 2021 | $10,415,000 | +4.0% | 269,126 | +6.0% | 0.03% | +4.0% |
| Q2 2021 | $10,016,000 | +38.0% | 253,906 | +31.6% | 0.02% | +19.0% |
| Q1 2021 | $7,258,000 | +1.7% | 192,943 | -2.6% | 0.02% | 0.0% |
| Q4 2020 | $7,136,000 | +7.9% | 198,187 | -5.9% | 0.02% | -8.7% |
| Q3 2020 | $6,611,000 | +4.5% | 210,554 | -1.0% | 0.02% | -4.2% |
| Q2 2020 | $6,327,000 | +7.9% | 212,687 | -6.3% | 0.02% | -11.1% |
| Q1 2020 | $5,864,000 | -43.2% | 226,942 | -26.1% | 0.03% | -30.8% |
| Q4 2019 | $10,323,000 | +2.2% | 306,977 | -3.2% | 0.04% | -9.3% |
| Q3 2019 | $10,105,000 | -2.1% | 317,181 | -1.4% | 0.04% | -4.4% |
| Q2 2019 | $10,318,000 | +4.0% | 321,548 | +1.5% | 0.04% | -2.2% |
| Q1 2019 | $9,920,000 | +28.0% | 316,847 | +15.9% | 0.05% | +12.2% |
| Q4 2018 | $7,747,000 | +145.6% | 273,276 | +190.5% | 0.04% | +173.3% |
| Q3 2018 | $3,154,000 | -2.1% | 94,068 | -3.5% | 0.02% | -11.8% |
| Q2 2018 | $3,223,000 | +14.3% | 97,510 | +16.6% | 0.02% | +13.3% |
| Q1 2018 | $2,820,000 | +4.7% | 83,657 | +5.8% | 0.02% | 0.0% |
| Q4 2017 | $2,693,000 | – | 79,046 | – | 0.02% | – |
Download | ||||||
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% |