SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 514 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,398,458 | +19.9% | 70,626 | +25.8% | 0.22% | +27.5% |
| Q2 2023 | $2,000,961 | +6.4% | 56,128 | +3.9% | 0.17% | -0.6% |
| Q1 2023 | $1,880,702 | +16.0% | 54,043 | +7.4% | 0.17% | +8.2% |
| Q4 2022 | $1,621,035 | +56.6% | 50,327 | +36.8% | 0.16% | +54.4% |
| Q3 2022 | $1,035,000 | +0.6% | 36,793 | +12.5% | 0.10% | +2.0% |
| Q2 2022 | $1,029,000 | -60.7% | 32,714 | -54.1% | 0.10% | -38.4% |
| Q1 2022 | $2,618,000 | -54.8% | 71,301 | -52.2% | 0.16% | -54.1% |
| Q4 2021 | $5,795,000 | +0.2% | 149,096 | -0.3% | 0.36% | -11.4% |
| Q3 2021 | $5,785,000 | -6.7% | 149,477 | -4.9% | 0.40% | -1.9% |
| Q2 2021 | $6,201,000 | +2.4% | 157,182 | -2.3% | 0.41% | -4.6% |
| Q1 2021 | $6,053,000 | +5.0% | 160,892 | +0.5% | 0.43% | -7.3% |
| Q4 2020 | $5,767,000 | +12.0% | 160,155 | -2.3% | 0.46% | +5.4% |
| Q3 2020 | $5,150,000 | -63.4% | 164,009 | -65.3% | 0.44% | -61.1% |
| Q2 2020 | $14,064,000 | +49.3% | 472,736 | +29.7% | 1.13% | +30.4% |
| Q1 2020 | $9,419,000 | +11.4% | 364,519 | +45.0% | 0.87% | +21.0% |
| Q4 2019 | $8,457,000 | +64.8% | 251,466 | +56.1% | 0.72% | +52.1% |
| Q3 2019 | $5,131,000 | +10.0% | 161,052 | +10.8% | 0.47% | -8.5% |
| Q2 2019 | $4,664,000 | +48.8% | 145,344 | +45.2% | 0.52% | +34.7% |
| Q1 2019 | $3,134,000 | -0.1% | 100,105 | -9.6% | 0.38% | -11.8% |
| Q4 2018 | $3,138,000 | -18.1% | 110,676 | -3.1% | 0.43% | -9.8% |
| Q3 2018 | $3,830,000 | -0.4% | 114,214 | -1.8% | 0.48% | -7.5% |
| Q2 2018 | $3,844,000 | +21.1% | 116,317 | +23.6% | 0.52% | +18.5% |
| Q1 2018 | $3,174,000 | +74.6% | 94,143 | +76.4% | 0.44% | +59.1% |
| Q4 2017 | $1,818,000 | – | 53,356 | – | 0.28% | – |
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% |