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 ↓ |
|---|---|---|---|
| Riverpoint Wealth Management Holdings, LLC | 969,014 | $27,626,000 | 22.42% |
| Personal Capital Advisors Corp | 16,035,075 | $443,851,000 | 13.21% |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 710,982 | $19,680,000 | 12.84% |
| Live Your Vision, LLC | 913,058 | $25,273,000 | 10.74% |
| Financial Engines Advisors L.L.C. | 7,628,401 | $211,154,000 | 10.39% |
| APPLETON GROUP, LLC | 280,370 | $7,761,000 | 10.25% |
| Highland Private Wealth Management | 708,288 | $19,605,000 | 10.07% |
| HBK Sorce Advisory LLC | 1,948,781 | $53,942,000 | 9.75% |
| VECTOR WEALTH MANAGEMENT, LLC | 493,780 | $13,668,000 | 9.59% |
| BCWM, LLC | 740,584 | $20,500,000 | 9.54% |