SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 333 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $4,588,000 | -0.9% | 138,835 | +1.1% | 0.80% | +2.4% |
| Q1 2018 | $4,631,000 | +13.8% | 137,385 | +15.1% | 0.78% | +17.1% |
| Q4 2017 | $4,068,000 | +12.0% | 119,405 | +10.0% | 0.66% | +2.8% |
| Q3 2017 | $3,632,000 | +13.6% | 108,516 | +7.9% | 0.65% | +12.5% |
| Q2 2017 | $3,197,000 | +43.5% | 100,591 | +34.9% | 0.58% | +41.6% |
| Q1 2017 | $2,228,000 | +233.0% | 74,590 | +208.8% | 0.41% | +203.0% |
| Q4 2016 | $669,000 | +439.5% | 24,155 | +461.7% | 0.13% | +415.4% |
| Q3 2016 | $124,000 | +53.1% | 4,300 | +43.3% | 0.03% | +52.9% |
| Q2 2016 | $81,000 | – | 3,000 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Engines Advisors L.L.C. | 37,307,305 | $1,233,005,000 | 29.32% |
| MCIA Inc | 674,064 | $22,278,000 | 21.75% |
| Riverpoint Wealth Management Holdings, LLC | 1,172,299 | $38,744,000 | 21.53% |
| COOPER/HAIMS ADVISORS, LLC | 615,312 | $20,336,000 | 15.04% |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 862,045 | $28,491,000 | 15.00% |
| Pacific Edge Advisors, LLC | 799,480 | $26,423,000 | 14.57% |
| TD Ameritrade Trust Co | 1,118,129 | $36,954,000 | 14.06% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 543,684 | $17,968,000 | 14.00% |
| Peachtree Investment Advisors, Inc. | 569,439 | $18,820,000 | 13.63% |
| Apriem Advisors | 1,793,436 | $59,273,000 | 13.32% |