SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 635 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $237,000 | -10.9% | 6,454 | -5.8% | 0.01% | -7.7% |
| Q4 2021 | $266,000 | +0.4% | 6,854 | 0.0% | 0.01% | -7.1% |
| Q3 2021 | $265,000 | -1.9% | 6,854 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $270,000 | +4.7% | 6,854 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $258,000 | +4.5% | 6,854 | 0.0% | 0.01% | -6.7% |
| Q4 2020 | $247,000 | +14.9% | 6,854 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $215,000 | +5.4% | 6,854 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $204,000 | -14.6% | 6,854 | -3.6% | 0.02% | -6.2% |
| Q4 2019 | $239,000 | +5.3% | 7,113 | 0.0% | 0.02% | -5.9% |
| Q3 2019 | $227,000 | -0.4% | 7,113 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $228,000 | +1.8% | 7,113 | -0.7% | 0.02% | 0.0% |
| Q1 2019 | $224,000 | -2.6% | 7,163 | +4.6% | 0.02% | +6.2% |
| Q3 2018 | $230,000 | -16.7% | 6,845 | -18.0% | 0.02% | -23.8% |
| Q2 2018 | $276,000 | -1.8% | 8,345 | 0.0% | 0.02% | -4.5% |
| Q1 2018 | $281,000 | -1.1% | 8,345 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $284,000 | +1.8% | 8,345 | 0.0% | 0.02% | -4.3% |
| Q3 2017 | $279,000 | +21.3% | 8,345 | +15.2% | 0.02% | +15.0% |
| Q2 2017 | $230,000 | – | 7,245 | – | 0.02% | – |
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% |