SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 731 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $401,709 | -4.7% | 11,829 | 0.0% | 0.23% | +3.2% |
| Q2 2023 | $421,699 | +2.4% | 11,829 | 0.0% | 0.22% | -2.6% |
| Q1 2023 | $411,645 | +8.0% | 11,829 | 0.0% | 0.23% | +3.6% |
| Q4 2022 | $381,008 | +14.4% | 11,829 | 0.0% | 0.22% | +5.8% |
| Q3 2022 | $333,000 | -10.5% | 11,829 | 0.0% | 0.21% | -7.1% |
| Q2 2022 | $372,000 | -14.3% | 11,829 | 0.0% | 0.22% | +6.2% |
| Q1 2022 | $434,000 | -5.7% | 11,829 | 0.0% | 0.21% | +0.5% |
| Q4 2021 | $460,000 | +0.4% | 11,829 | 0.0% | 0.21% | -9.5% |
| Q3 2021 | $458,000 | -1.9% | 11,829 | 0.0% | 0.23% | -0.9% |
| Q2 2021 | $467,000 | +5.2% | 11,829 | +0.1% | 0.23% | -1.3% |
| Q1 2021 | $444,000 | +1.8% | 11,812 | -2.5% | 0.24% | -2.5% |
| Q4 2020 | $436,000 | +14.4% | 12,119 | 0.0% | 0.24% | +3.0% |
| Q3 2020 | $381,000 | +5.5% | 12,119 | 0.0% | 0.24% | -6.3% |
| Q2 2020 | $361,000 | +15.3% | 12,119 | 0.0% | 0.25% | +0.4% |
| Q1 2020 | $313,000 | -27.7% | 12,119 | -6.0% | 0.25% | -11.9% |
| Q4 2019 | $433,000 | +6.9% | 12,889 | +1.4% | 0.28% | -0.7% |
| Q3 2019 | $405,000 | +0.5% | 12,709 | +1.2% | 0.29% | +1.1% |
| Q2 2019 | $403,000 | +19.9% | 12,559 | +16.9% | 0.28% | +14.5% |
| Q1 2019 | $336,000 | – | 10,746 | – | 0.25% | – |
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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% |