SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 655 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 44.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $4,335,047 | +45.2% | 134,587 | +26.8% | 0.51% | +31.1% |
| Q3 2022 | $2,986,000 | +5.1% | 106,165 | +17.5% | 0.39% | +8.1% |
| Q2 2022 | $2,841,000 | -15.9% | 90,343 | -1.8% | 0.36% | +3.2% |
| Q1 2022 | $3,380,000 | +2.1% | 92,038 | +8.1% | 0.35% | +11.1% |
| Q4 2021 | $3,311,000 | -5.7% | 85,178 | -6.1% | 0.31% | -14.4% |
| Q3 2021 | $3,511,000 | +2.2% | 90,733 | +4.2% | 0.37% | +4.9% |
| Q2 2021 | $3,434,000 | +9.3% | 87,057 | +4.3% | 0.35% | -0.8% |
| Q1 2021 | $3,141,000 | +3.3% | 83,494 | -1.1% | 0.35% | -0.6% |
| Q4 2020 | $3,041,000 | +6.1% | 84,456 | -7.4% | 0.36% | -7.8% |
| Q3 2020 | $2,865,000 | -13.7% | 91,250 | -18.2% | 0.38% | -14.1% |
| Q2 2020 | $3,318,000 | -31.4% | 111,538 | -40.4% | 0.45% | -40.5% |
| Q1 2020 | $4,835,000 | -31.7% | 187,109 | -11.2% | 0.75% | -9.3% |
| Q4 2019 | $7,084,000 | +3.5% | 210,642 | -2.0% | 0.83% | +0.4% |
| Q3 2019 | $6,846,000 | -25.5% | 214,862 | -24.9% | 0.83% | -23.4% |
| Q2 2019 | $9,184,000 | -14.6% | 286,210 | -16.7% | 1.08% | -14.1% |
| Q1 2019 | $10,752,000 | -4.2% | 343,390 | -13.2% | 1.26% | -6.9% |
| Q4 2018 | $11,218,000 | -3.1% | 395,693 | +14.6% | 1.35% | -0.4% |
| Q3 2018 | $11,580,000 | +9.8% | 345,360 | +8.3% | 1.36% | +4.7% |
| Q2 2018 | $10,544,000 | -7.2% | 319,022 | -5.3% | 1.29% | -9.0% |
| Q1 2018 | $11,361,000 | -6.3% | 337,011 | -5.3% | 1.42% | -6.4% |
| Q4 2017 | $12,126,000 | -4.2% | 355,910 | -5.9% | 1.52% | -4.8% |
| Q3 2017 | $12,664,000 | +2.4% | 378,357 | -2.8% | 1.60% | +0.3% |
| Q2 2017 | $12,369,000 | -21.0% | 389,181 | -25.7% | 1.59% | -19.3% |
| Q1 2017 | $15,655,000 | +77.4% | 524,086 | +64.4% | 1.97% | +61.4% |
| Q4 2016 | $8,826,000 | -5.1% | 318,845 | -1.3% | 1.22% | -4.8% |
| Q3 2016 | $9,301,000 | +31.5% | 323,080 | +23.8% | 1.28% | +27.4% |
| Q2 2016 | $7,075,000 | +0.1% | 260,981 | +0.1% | 1.01% | +3.2% |
| Q1 2016 | $7,070,000 | +3.5% | 260,791 | +5.2% | 0.98% | +2.7% |
| Q4 2015 | $6,831,000 | -16.1% | 247,865 | -16.6% | 0.95% | -26.8% |
| Q3 2015 | $8,138,000 | -13.1% | 297,318 | -3.2% | 1.30% | -3.0% |
| Q2 2015 | $9,360,000 | +2.6% | 307,170 | +1.8% | 1.34% | +4.1% |
| Q1 2015 | $9,125,000 | +55.6% | 301,857 | +48.8% | 1.28% | +50.0% |
| Q4 2014 | $5,865,000 | +46.4% | 202,888 | +57.1% | 0.86% | +25.9% |
| Q3 2014 | $4,005,000 | +23.2% | 129,113 | +31.0% | 0.68% | +34.4% |
| Q2 2014 | $3,250,000 | +151.5% | 98,533 | +140.3% | 0.51% | +137.6% |
| Q1 2014 | $1,292,000 | +84.6% | 41,008 | +84.8% | 0.21% | +91.9% |
| Q4 2013 | $700,000 | +147.3% | 22,196 | +138.1% | 0.11% | +326.9% |
| Q3 2013 | $283,000 | – | 9,323 | – | 0.03% | – |
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% |