SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 666 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 19.84 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,208,754 | +104.0% | 35,593 | +114.1% | 0.00% | – |
| Q2 2023 | $592,594 | -53.4% | 16,622 | -54.5% | 0.00% | -100.0% |
| Q1 2023 | $1,270,359 | +256.8% | 36,504 | +188.3% | 0.00% | – |
| Q3 2022 | $356,000 | +35.4% | 12,660 | +51.3% | 0.00% | – |
| Q2 2022 | $263,000 | -62.6% | 8,369 | -56.3% | 0.00% | – |
| Q1 2022 | $704,000 | -33.0% | 19,165 | -29.1% | 0.00% | -100.0% |
| Q4 2021 | $1,051,000 | +55.2% | 27,030 | +54.4% | 0.00% | – |
| Q3 2021 | $677,000 | -34.3% | 17,504 | -33.0% | 0.00% | -100.0% |
| Q2 2021 | $1,030,000 | +208.4% | 26,119 | +194.4% | 0.00% | – |
| Q1 2021 | $334,000 | -37.9% | 8,873 | -40.6% | 0.00% | – |
| Q4 2020 | $538,000 | +131.9% | 14,938 | +102.5% | 0.00% | – |
| Q3 2020 | $232,000 | -63.2% | 7,377 | -65.2% | 0.00% | -100.0% |
| Q2 2020 | $631,000 | +15.6% | 21,220 | +21.7% | 0.00% | – |
| Q1 2019 | $546,000 | +96.4% | 17,443 | +107.1% | 0.00% | – |
| Q2 2018 | $278,000 | -22.3% | 8,422 | -20.8% | 0.00% | – |
| Q1 2018 | $358,000 | – | 10,632 | – | 0.00% | – |
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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% |