SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 666 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 19.84 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $247 | +7.9% | 7,109 | 0.0% | 0.19% | +2.1% |
| Q4 2022 | $229 | -99.9% | 7,109 | +0.4% | 0.19% | +11.3% |
| Q3 2022 | $199,000 | -10.8% | 7,080 | 0.0% | 0.17% | -2.3% |
| Q2 2022 | $223,000 | -13.9% | 7,080 | +0.2% | 0.17% | +8.2% |
| Q1 2022 | $259,000 | -5.8% | 7,067 | +0.0% | 0.16% | 0.0% |
| Q4 2021 | $275,000 | +1.1% | 7,065 | +0.5% | 0.16% | -9.7% |
| Q3 2021 | $272,000 | -3.9% | 7,032 | -1.9% | 0.18% | -6.4% |
| Q2 2021 | $283,000 | -99.9% | 7,166 | +0.2% | 0.19% | -1.1% |
| Q1 2021 | $269,111,000 | +104206.6% | 7,153 | 0.0% | 0.19% | -4.0% |
| Q4 2020 | $258,000 | +15.2% | 7,153 | +0.3% | 0.20% | +6.5% |
| Q3 2020 | $224,000 | -24.1% | 7,132 | -28.2% | 0.19% | -32.6% |
| Q2 2020 | $295,000 | -2.0% | 9,928 | -14.7% | 0.28% | -18.8% |
| Q1 2020 | $301,000 | -22.4% | 11,638 | +0.9% | 0.34% | +0.9% |
| Q4 2019 | $388,000 | +21.2% | 11,530 | +14.8% | 0.34% | +10.1% |
| Q3 2019 | $320,000 | -8.0% | 10,045 | -7.2% | 0.31% | -4.4% |
| Q2 2019 | $348,000 | +2.1% | 10,830 | -0.5% | 0.32% | +0.9% |
| Q1 2019 | $341,000 | +13.7% | 10,886 | +2.9% | 0.32% | -1.2% |
| Q4 2018 | $300,000 | -7.7% | 10,580 | +9.3% | 0.32% | +16.7% |
| Q3 2018 | $325,000 | +1.9% | 9,683 | +0.3% | 0.28% | -4.5% |
| Q2 2018 | $319,000 | +3.2% | 9,657 | +5.4% | 0.29% | +3.2% |
| Q1 2018 | $309,000 | +2.0% | 9,158 | +2.9% | 0.28% | +3.0% |
| Q4 2017 | $303,000 | +7.4% | 8,902 | +5.9% | 0.27% | +0.7% |
| Q3 2017 | $282,000 | +25.9% | 8,410 | +19.1% | 0.27% | +24.5% |
| Q2 2017 | $224,000 | +7.2% | 7,063 | +0.8% | 0.22% | +10.2% |
| Q1 2017 | $209,000 | – | 7,010 | – | 0.20% | – |
Download | ||||||
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% |