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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $224,000 | +7.7% | 5,758 | -7.0% | 0.00% | -33.3% |
| Q4 2019 | $208,000 | -10.7% | 6,189 | -10.8% | 0.00% | -25.0% |
| Q3 2018 | $233,000 | -70.3% | 6,935 | -70.8% | 0.00% | -73.3% |
| Q2 2018 | $784,000 | -5.3% | 23,710 | -3.5% | 0.02% | -11.8% |
| Q1 2018 | $828,000 | -1.3% | 24,577 | -0.2% | 0.02% | -5.6% |
| Q4 2017 | $839,000 | +45.7% | 24,630 | +43.1% | 0.02% | +63.6% |
| Q3 2017 | $576,000 | -1.2% | 17,210 | -6.3% | 0.01% | -15.4% |
| Q2 2017 | $583,000 | +9.2% | 18,365 | +2.6% | 0.01% | 0.0% |
| Q1 2017 | $534,000 | +15.1% | 17,905 | +6.7% | 0.01% | +18.2% |
| Q4 2016 | $464,000 | -60.2% | 16,785 | -58.6% | 0.01% | -62.1% |
| Q3 2016 | $1,167,000 | +4388.5% | 40,560 | +4700.0% | 0.03% | +2800.0% |
| Q3 2014 | $26,000 | -3.7% | 845 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $27,000 | +3.8% | 845 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $26,000 | – | 845 | – | 0.00% | – |
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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% |