SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 408 filers reported holding SCHWAB STRATEGIC TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,946,690 | -19.4% | 57,323 | -15.4% | 0.46% | -22.9% |
| Q2 2023 | $2,414,646 | +1.2% | 67,732 | -1.2% | 0.60% | -5.5% |
| Q1 2023 | $2,385,332 | +9.6% | 68,544 | +1.5% | 0.63% | -1.4% |
| Q4 2022 | $2,176,075 | +2.6% | 67,559 | -10.4% | 0.64% | -3.0% |
| Q3 2022 | $2,120,000 | -25.1% | 75,369 | -16.2% | 0.66% | -17.6% |
| Q2 2022 | $2,830,000 | -17.6% | 89,970 | -3.8% | 0.80% | +0.9% |
| Q1 2022 | $3,434,000 | -5.5% | 93,521 | +0.0% | 0.80% | +4.7% |
| Q4 2021 | $3,634,000 | -11.1% | 93,494 | -11.5% | 0.76% | -17.1% |
| Q3 2021 | $4,089,000 | -3.0% | 105,653 | -1.1% | 0.92% | -1.0% |
| Q2 2021 | $4,215,000 | +4.9% | 106,833 | +0.0% | 0.93% | -4.4% |
| Q1 2021 | $4,018,000 | -3.7% | 106,805 | -7.9% | 0.97% | +0.9% |
| Q4 2020 | $4,174,000 | +1.4% | 115,910 | -11.5% | 0.96% | -16.1% |
| Q3 2020 | $4,115,000 | -7.6% | 131,039 | -12.5% | 1.15% | -21.1% |
| Q2 2020 | $4,453,000 | +113.3% | 149,690 | +85.2% | 1.45% | +68.1% |
| Q1 2020 | $2,088,000 | +40.2% | 80,819 | +82.5% | 0.86% | +77.4% |
| Q4 2019 | $1,489,000 | +44.8% | 44,281 | +37.2% | 0.49% | +41.6% |
| Q3 2019 | $1,028,000 | +14.3% | 32,271 | +15.2% | 0.34% | +13.2% |
| Q2 2019 | $899,000 | -0.7% | 28,023 | -3.0% | 0.30% | 0.0% |
| Q1 2019 | $905,000 | +26.0% | 28,899 | +14.0% | 0.30% | +10.1% |
| Q4 2018 | $718,000 | -20.8% | 25,343 | -6.3% | 0.28% | -3.2% |
| Q3 2018 | $907,000 | +7.5% | 27,054 | +5.9% | 0.28% | +0.7% |
| Q2 2018 | $844,000 | +11.9% | 25,542 | +14.1% | 0.28% | +3.3% |
| Q1 2018 | $754,000 | +77.4% | 22,381 | +79.3% | 0.27% | +74.5% |
| Q4 2017 | $425,000 | +8.1% | 12,481 | +6.3% | 0.16% | +4.0% |
| Q3 2017 | $393,000 | +70.1% | 11,745 | +61.3% | 0.15% | +57.3% |
| Q2 2017 | $231,000 | +15.5% | 7,280 | +8.6% | 0.10% | +18.5% |
| Q1 2017 | $200,000 | -10.7% | 6,702 | -14.0% | 0.08% | -17.3% |
| Q3 2016 | $224,000 | +7.7% | 7,794 | +1.6% | 0.10% | +8.9% |
| Q2 2016 | $208,000 | -6.3% | 7,669 | -6.5% | 0.09% | -9.1% |
| Q1 2016 | $222,000 | -42.0% | 8,200 | -38.0% | 0.10% | -36.1% |
| Q4 2014 | $383,000 | – | 13,236 | – | 0.16% | – |
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% |