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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $400,728 | -0.4% | 11,800 | +4.5% | 0.09% | +2.3% |
| Q2 2023 | $402,451 | -4.1% | 11,289 | -6.3% | 0.09% | -8.5% |
| Q1 2023 | $419,478 | +7.6% | 12,054 | -0.5% | 0.09% | +4.4% |
| Q4 2022 | $390,029 | +15.4% | 12,109 | +0.7% | 0.09% | -1.1% |
| Q3 2022 | $338,000 | -14.2% | 12,019 | -4.0% | 0.09% | -9.0% |
| Q2 2022 | $394,000 | -16.9% | 12,515 | -3.0% | 0.10% | +2.0% |
| Q1 2022 | $474,000 | -21.9% | 12,900 | -17.4% | 0.10% | -21.0% |
| Q4 2021 | $607,000 | +7.4% | 15,626 | +7.0% | 0.12% | -1.6% |
| Q3 2021 | $565,000 | -1.9% | 14,600 | 0.0% | 0.13% | -8.7% |
| Q2 2021 | $576,000 | +2.3% | 14,600 | -2.4% | 0.14% | -12.1% |
| Q1 2021 | $563,000 | -14.8% | 14,958 | -18.6% | 0.16% | -22.7% |
| Q4 2020 | $661,000 | +5.6% | 18,365 | -7.8% | 0.20% | -11.0% |
| Q3 2020 | $626,000 | -0.8% | 19,923 | -6.0% | 0.23% | -3.4% |
| Q2 2020 | $631,000 | +14.5% | 21,205 | -0.5% | 0.24% | -3.3% |
| Q1 2020 | $551,000 | -17.6% | 21,315 | +7.1% | 0.24% | +2.5% |
| Q4 2019 | $669,000 | +4.4% | 19,902 | -1.2% | 0.24% | -3.3% |
| Q3 2019 | $641,000 | -2.9% | 20,135 | -2.1% | 0.25% | -8.6% |
| Q2 2019 | $660,000 | -10.0% | 20,563 | -12.2% | 0.27% | -15.9% |
| Q1 2019 | $733,000 | +2.1% | 23,423 | -7.5% | 0.32% | -6.7% |
| Q4 2018 | $718,000 | -14.4% | 25,317 | +1.2% | 0.34% | -5.2% |
| Q3 2018 | $839,000 | +3.5% | 25,025 | +1.9% | 0.36% | -2.4% |
| Q2 2018 | $811,000 | -8.2% | 24,552 | -6.2% | 0.37% | -8.2% |
| Q1 2018 | $883,000 | -1.6% | 26,184 | -0.6% | 0.40% | +0.2% |
| Q4 2017 | $897,000 | -0.8% | 26,329 | -2.6% | 0.40% | -6.7% |
| Q3 2017 | $904,000 | +62.9% | 27,024 | +45.3% | 0.43% | +37.1% |
| Q1 2017 | $555,000 | -1.2% | 18,596 | -8.4% | 0.32% | -7.9% |
| Q4 2016 | $562,000 | -23.6% | 20,298 | -20.6% | 0.34% | -25.0% |
| Q3 2016 | $736,000 | -1.5% | 25,574 | -7.1% | 0.46% | -21.9% |
| Q2 2016 | $747,000 | -7.9% | 27,538 | -7.9% | 0.58% | -9.3% |
| Q1 2016 | $811,000 | +0.2% | 29,916 | +1.9% | 0.64% | -1.7% |
| Q4 2015 | $809,000 | -5.5% | 29,344 | -6.2% | 0.66% | -11.2% |
| Q3 2015 | $856,000 | +9.2% | 31,278 | +21.5% | 0.74% | +10.6% |
| Q2 2015 | $784,000 | +10.6% | 25,739 | +9.8% | 0.67% | +10.1% |
| Q1 2015 | $709,000 | +14.0% | 23,447 | +8.9% | 0.61% | +13.9% |
| Q4 2014 | $622,000 | – | 21,524 | – | 0.53% | – |
Download | ||||||
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% |