SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 135 filers reported holding SCHWAB STRATEGIC TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $1,838,000 | -8.7% | 58,717 | -17.3% | 0.29% | -16.8% |
| Q4 2018 | $2,013,000 | +80.7% | 71,011 | +113.7% | 0.35% | +119.0% |
| Q3 2018 | $1,114,000 | +4.2% | 33,230 | +2.7% | 0.16% | +0.6% |
| Q2 2018 | $1,069,000 | +9.5% | 32,344 | +11.7% | 0.16% | +9.0% |
| Q1 2018 | $976,000 | +86.6% | 28,965 | +71.9% | 0.14% | +20.0% |
| Q3 2014 | $523,000 | -6.1% | 16,846 | -0.3% | 0.12% | -7.7% |
| Q2 2014 | $557,000 | +43.2% | 16,899 | +36.7% | 0.13% | +34.0% |
| Q1 2014 | $389,000 | +2.1% | 12,359 | +2.4% | 0.10% | +19.8% |
| Q4 2013 | $381,000 | -47.4% | 12,074 | -49.4% | 0.08% | -2.4% |
| Q3 2013 | $724,000 | +101.7% | 23,850 | +80.8% | 0.08% | -11.7% |
| Q2 2013 | $359,000 | – | 13,195 | – | 0.09% | – |
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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% |