SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 635 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $3,000 | -25.0% | 100 | 0.0% | 0.00% | – |
| Q1 2022 | $4,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q4 2021 | $4,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q3 2021 | $4,000 | -50.0% | 100 | -50.0% | 0.00% | – |
| Q2 2021 | $8,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q1 2021 | $8,000 | -77.8% | 200 | -80.0% | 0.00% | -100.0% |
| Q4 2020 | $36,000 | +16.1% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $31,000 | +3.3% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $30,000 | +15.4% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $26,000 | -23.5% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $34,000 | -26.1% | 1,000 | -31.4% | 0.00% | -33.3% |
| Q3 2019 | $46,000 | -11.5% | 1,457 | -9.2% | 0.00% | 0.0% |
| Q2 2019 | $52,000 | +4.0% | 1,605 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $50,000 | +8.7% | 1,605 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $46,000 | -14.8% | 1,605 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $54,000 | -43.8% | 1,605 | -44.6% | 0.00% | -50.0% |
| Q2 2018 | $96,000 | +9500.0% | 2,896 | +11038.5% | 0.01% | – |
| Q1 2018 | $1,000 | 0.0% | 26 | 0.0% | 0.00% | – |
| Q4 2017 | $1,000 | 0.0% | 26 | 0.0% | 0.00% | – |
| Q3 2017 | $1,000 | – | 26 | – | 0.00% | – |
Download | ||||||
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% |