SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 655 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 44.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $9,000 | -57.1% | 307 | -61.6% | 0.00% | -66.7% |
| Q1 2020 | $21,000 | +950.0% | 800 | +966.7% | 0.00% | – |
| Q4 2018 | $2,000 | -33.3% | 75 | 0.0% | 0.00% | – |
| Q3 2018 | $3,000 | +50.0% | 75 | 0.0% | 0.00% | – |
| Q2 2018 | $2,000 | -33.3% | 75 | 0.0% | 0.00% | – |
| Q1 2018 | $3,000 | 0.0% | 75 | 0.0% | 0.00% | – |
| Q4 2017 | $3,000 | -98.9% | 75 | -99.2% | 0.00% | -100.0% |
| Q2 2017 | $285,000 | +3066.7% | 8,975 | +2891.7% | 0.04% | +4400.0% |
| Q1 2015 | $9,000 | -74.3% | 300 | -75.0% | 0.00% | -75.0% |
| Q4 2014 | $35,000 | -5.4% | 1,200 | 0.0% | 0.00% | -20.0% |
| Q3 2014 | $37,000 | -19.6% | 1,200 | -14.3% | 0.01% | -16.7% |
| Q2 2014 | $46,000 | +21.1% | 1,400 | +16.7% | 0.01% | 0.0% |
| Q1 2014 | $38,000 | 0.0% | 1,200 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $38,000 | +5.6% | 1,200 | 0.0% | 0.01% | 0.0% |
| Q3 2013 | $36,000 | +9.1% | 1,200 | 0.0% | 0.01% | 0.0% |
| Q2 2013 | $33,000 | – | 1,200 | – | 0.01% | – |
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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% |