SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 408 filers reported holding SCHWAB STRATEGIC TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $509,400 | -4.7% | 15,000 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $534,750 | +2.4% | 15,000 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $522,000 | +8.0% | 15,000 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $483,150 | +14.5% | 15,000 | 0.0% | 0.01% | +20.0% |
Q3 2022 | $422,000 | -49.8% | 15,000 | -43.8% | 0.01% | -50.0% |
Q2 2022 | $840,000 | -46.8% | 26,697 | -37.9% | 0.01% | -37.5% |
Q1 2022 | $1,579,000 | -5.5% | 43,000 | 0.0% | 0.02% | +6.7% |
Q4 2021 | $1,671,000 | +0.4% | 43,000 | 0.0% | 0.02% | -11.8% |
Q3 2021 | $1,664,000 | +5.4% | 43,000 | +7.5% | 0.02% | +6.2% |
Q2 2021 | $1,578,000 | +4.9% | 40,000 | 0.0% | 0.02% | 0.0% |
Q1 2021 | $1,505,000 | -5.4% | 40,000 | -9.5% | 0.02% | -11.1% |
Q4 2020 | $1,591,000 | +14.6% | 44,190 | 0.0% | 0.02% | +5.9% |
Q3 2020 | $1,388,000 | +5.6% | 44,190 | 0.0% | 0.02% | 0.0% |
Q2 2020 | $1,315,000 | +15.1% | 44,190 | 0.0% | 0.02% | 0.0% |
Q1 2020 | $1,142,000 | -32.3% | 44,190 | -12.0% | 0.02% | -10.5% |
Q4 2019 | $1,688,000 | +5.6% | 50,190 | 0.0% | 0.02% | 0.0% |
Q3 2019 | $1,599,000 | -0.7% | 50,190 | 0.0% | 0.02% | 0.0% |
Q2 2019 | $1,611,000 | +2.5% | 50,190 | 0.0% | 0.02% | 0.0% |
Q1 2019 | $1,571,000 | +10.4% | 50,190 | 0.0% | 0.02% | 0.0% |
Q4 2018 | $1,423,000 | -15.4% | 50,190 | 0.0% | 0.02% | -5.0% |
Q3 2018 | $1,683,000 | +1.4% | 50,190 | 0.0% | 0.02% | -4.8% |
Q2 2018 | $1,659,000 | +0.4% | 50,190 | +2.4% | 0.02% | +5.0% |
Q1 2018 | $1,652,000 | +21.2% | 49,000 | +22.5% | 0.02% | +25.0% |
Q4 2017 | $1,363,000 | +1.8% | 40,000 | 0.0% | 0.02% | 0.0% |
Q3 2017 | $1,339,000 | +5.4% | 40,000 | 0.0% | 0.02% | +6.7% |
Q2 2017 | $1,271,000 | +6.4% | 40,000 | 0.0% | 0.02% | 0.0% |
Q1 2017 | $1,195,000 | +7.9% | 40,000 | 0.0% | 0.02% | +7.1% |
Q4 2016 | $1,107,000 | -3.9% | 40,000 | 0.0% | 0.01% | -6.7% |
Q3 2016 | $1,152,000 | -19.5% | 40,000 | -24.2% | 0.02% | -21.1% |
Q2 2016 | $1,431,000 | 0.0% | 52,800 | 0.0% | 0.02% | -5.0% |
Q1 2016 | $1,431,000 | -1.6% | 52,800 | 0.0% | 0.02% | -9.1% |
Q4 2015 | $1,455,000 | +23.6% | 52,800 | +22.8% | 0.02% | +22.2% |
Q3 2015 | $1,177,000 | -10.2% | 43,000 | 0.0% | 0.02% | -5.3% |
Q2 2015 | $1,310,000 | +0.8% | 43,000 | 0.0% | 0.02% | +5.6% |
Q1 2015 | $1,300,000 | +3.6% | 43,000 | -1.0% | 0.02% | +5.9% |
Q4 2014 | $1,255,000 | -9.4% | 43,427 | -2.7% | 0.02% | -15.0% |
Q3 2014 | $1,385,000 | -2.3% | 44,655 | +3.8% | 0.02% | 0.0% |
Q2 2014 | $1,418,000 | +4.6% | 43,000 | 0.0% | 0.02% | 0.0% |
Q1 2014 | $1,355,000 | -0.1% | 43,000 | 0.0% | 0.02% | -4.8% |
Q4 2013 | $1,356,000 | +3.7% | 43,000 | 0.0% | 0.02% | -8.7% |
Q3 2013 | $1,307,000 | +11.6% | 43,000 | 0.0% | 0.02% | +4.5% |
Q2 2013 | $1,171,000 | – | 43,000 | – | 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% |