SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 761 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 61.69 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $266,000 | -1.5% | 6,850 | 0.0% | 0.05% | +15.0% |
| Q2 2021 | $270,000 | +18.9% | 6,850 | -3.7% | 0.04% | -25.9% |
| Q3 2019 | $227,000 | -12.0% | 7,110 | -11.8% | 0.05% | -11.5% |
| Q2 2019 | $258,000 | +2.4% | 8,060 | 0.0% | 0.06% | +1.7% |
| Q1 2019 | $252,000 | -8.4% | 8,060 | -17.0% | 0.06% | -18.9% |
| Q4 2018 | $275,000 | -16.4% | 9,710 | -1.0% | 0.07% | 0.0% |
| Q3 2018 | $329,000 | +1.5% | 9,810 | 0.0% | 0.07% | -2.6% |
| Q2 2018 | $324,000 | +4.5% | 9,810 | +6.6% | 0.08% | +10.1% |
| Q1 2018 | $310,000 | -4.3% | 9,200 | -3.2% | 0.07% | -4.2% |
| Q4 2017 | $324,000 | 0.0% | 9,500 | -1.9% | 0.07% | -1.4% |
| Q3 2017 | $324,000 | +13.3% | 9,680 | +7.5% | 0.07% | +10.6% |
| Q2 2017 | $286,000 | – | 9,005 | – | 0.07% | – |
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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% |