SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 346 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $304,000 | +4.8% | 7,716 | 0.0% | 0.01% | -8.3% |
| Q1 2021 | $290,000 | +2.8% | 7,716 | -1.4% | 0.01% | 0.0% |
| Q4 2020 | $282,000 | -10.5% | 7,823 | -35.7% | 0.01% | -42.9% |
| Q1 2020 | $315,000 | -31.7% | 12,173 | -11.3% | 0.02% | -12.5% |
| Q4 2019 | $461,000 | -9.3% | 13,722 | -13.9% | 0.02% | -17.2% |
| Q3 2019 | $508,000 | -0.6% | 15,936 | 0.0% | 0.03% | -3.3% |
| Q2 2019 | $511,000 | +9.4% | 15,936 | +6.8% | 0.03% | +7.1% |
| Q1 2019 | $467,000 | -87.5% | 14,922 | -88.7% | 0.03% | -89.7% |
| Q4 2018 | $3,751,000 | +1315.5% | 132,321 | +1601.4% | 0.27% | +1405.6% |
| Q4 2017 | $265,000 | -81.9% | 7,777 | -85.3% | 0.02% | -85.8% |
| Q4 2016 | $1,467,000 | – | 53,014 | – | 0.13% | – |
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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% |