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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $11,470,000 | +10.5% | 341,059 | +4.7% | 0.75% | -3.0% |
| Q3 2019 | $10,377,000 | +0.3% | 325,708 | +1.1% | 0.77% | -5.3% |
| Q2 2019 | $10,342,000 | +2.9% | 322,275 | +0.4% | 0.81% | -2.4% |
| Q1 2019 | $10,051,000 | +10.7% | 320,999 | +0.2% | 0.83% | -1.4% |
| Q4 2018 | $9,079,000 | +754.9% | 320,240 | +911.5% | 0.84% | +719.4% |
| Q3 2018 | $1,062,000 | -6.6% | 31,660 | -8.0% | 0.10% | -12.7% |
| Q2 2018 | $1,137,000 | +88.6% | 34,408 | +92.2% | 0.12% | +73.5% |
| Q1 2018 | $603,000 | +1.3% | 17,900 | +2.4% | 0.07% | +6.2% |
| Q4 2017 | $595,000 | +7.2% | 17,475 | +5.3% | 0.06% | +1.6% |
| Q3 2017 | $555,000 | +9.7% | 16,588 | +4.3% | 0.06% | +6.8% |
| Q2 2017 | $506,000 | +2.2% | 15,906 | -4.0% | 0.06% | -3.3% |
| Q1 2017 | $495,000 | +8.1% | 16,562 | 0.0% | 0.06% | 0.0% |
| Q4 2016 | $458,000 | +7533.3% | 16,562 | +8018.6% | 0.06% | +6000.0% |
| Q3 2016 | $6,000 | 0.0% | 204 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $6,000 | 0.0% | 204 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $6,000 | 0.0% | 204 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $6,000 | +20.0% | 204 | +2.0% | 0.00% | 0.0% |
| Q3 2015 | $5,000 | -16.7% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $6,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $6,000 | – | 200 | – | 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% |