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 ↓ |
|---|---|---|---|
| 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% |