SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 135 filers reported holding SCHWAB STRATEGIC TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $6,967,000 | -9.1% | 247,661 | +1.6% | 0.17% | -1.1% |
| Q2 2022 | $7,663,000 | -11.8% | 243,645 | +3.0% | 0.17% | +3.0% |
| Q1 2022 | $8,684,000 | -11.4% | 236,483 | -6.2% | 0.17% | -8.2% |
| Q4 2021 | $9,799,000 | +2.0% | 252,084 | +1.6% | 0.18% | +8.9% |
| Q3 2021 | $9,605,000 | -8.3% | 248,204 | -6.5% | 0.17% | -2.3% |
| Q2 2021 | $10,471,000 | +5.6% | 265,433 | +0.7% | 0.17% | -1.7% |
| Q1 2021 | $9,917,000 | +4.1% | 263,613 | -0.3% | 0.18% | +6.7% |
| Q4 2020 | $9,523,000 | +11.5% | 264,441 | -2.8% | 0.16% | -27.0% |
| Q3 2020 | $8,540,000 | +4.6% | 271,961 | -0.9% | 0.23% | -3.4% |
| Q2 2020 | $8,164,000 | +13.2% | 274,431 | -1.7% | 0.23% | -2.1% |
| Q1 2020 | $7,212,000 | +19.8% | 279,115 | +55.9% | 0.24% | +53.2% |
| Q4 2019 | $6,022,000 | +8.9% | 179,077 | +3.2% | 0.16% | +1.3% |
| Q3 2019 | $5,529,000 | -2.6% | 173,537 | -1.9% | 0.15% | -3.1% |
| Q2 2019 | $5,678,000 | -2.8% | 176,960 | -5.2% | 0.16% | -5.4% |
| Q1 2019 | $5,843,000 | +6.1% | 186,630 | -4.0% | 0.17% | -2.9% |
| Q4 2018 | $5,509,000 | +31.7% | 194,328 | +55.7% | 0.17% | +44.2% |
| Q3 2018 | $4,184,000 | +8.2% | 124,786 | +6.7% | 0.12% | +0.8% |
| Q2 2018 | $3,867,000 | +27.5% | 117,002 | +30.0% | 0.12% | +29.3% |
| Q1 2018 | $3,034,000 | +9.6% | 89,986 | +10.8% | 0.09% | +13.6% |
| Q4 2017 | $2,767,000 | +7.4% | 81,186 | +5.4% | 0.08% | -1.2% |
| Q3 2017 | $2,577,000 | +10.6% | 77,020 | +5.1% | 0.08% | +10.8% |
| Q2 2017 | $2,329,000 | +56.8% | 73,278 | +47.4% | 0.07% | +51.0% |
| Q1 2017 | $1,485,000 | +24.9% | 49,711 | +15.7% | 0.05% | +22.5% |
| Q4 2016 | $1,189,000 | +15.0% | 42,951 | +19.6% | 0.04% | +14.3% |
| Q3 2016 | $1,034,000 | +45.0% | 35,900 | +36.4% | 0.04% | +40.0% |
| Q2 2016 | $713,000 | +188.7% | 26,316 | +188.3% | 0.02% | +177.8% |
| Q1 2016 | $247,000 | +216.7% | 9,129 | +224.1% | 0.01% | +200.0% |
| Q4 2015 | $78,000 | +23.8% | 2,817 | +47.3% | 0.00% | +50.0% |
| Q2 2014 | $63,000 | -78.4% | 1,913 | -79.4% | 0.00% | -80.0% |
| Q1 2014 | $292,000 | -0.3% | 9,282 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $293,000 | – | 9,282 | – | 0.01% | – |
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% |