SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 385 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is 0.40 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $217,000 | -8.8% | 5,613 | -6.8% | 0.01% | -10.0% |
| Q2 2021 | $238,000 | +5.3% | 6,022 | -10.3% | 0.01% | -16.7% |
| Q4 2019 | $226,000 | -22.6% | 6,717 | -21.5% | 0.01% | -29.4% |
| Q4 2017 | $292,000 | +10.2% | 8,561 | +8.3% | 0.02% | +6.2% |
| Q3 2017 | $265,000 | +5.6% | 7,904 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $251,000 | +6.4% | 7,904 | 0.0% | 0.02% | +6.7% |
| Q1 2017 | $236,000 | -2.9% | 7,904 | +0.9% | 0.02% | -31.8% |
| Q3 2014 | $243,000 | – | 7,834 | – | 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% |