SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 135 filers reported holding SCHWAB STRATEGIC TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $67,000 | -98.8% | 1,987 | -98.9% | 0.00% | -98.3% |
| Q1 2015 | $5,419,000 | -2.1% | 179,253 | -6.3% | 0.24% | -3.6% |
| Q4 2014 | $5,533,000 | -21.1% | 191,374 | -15.3% | 0.25% | -19.6% |
| Q3 2014 | $7,009,000 | -6.3% | 225,948 | -0.4% | 0.31% | -4.0% |
| Q2 2014 | $7,479,000 | +2.2% | 226,760 | -2.4% | 0.32% | -2.7% |
| Q1 2014 | $7,318,000 | -1.0% | 232,304 | -0.9% | 0.33% | +3.7% |
| Q4 2013 | $7,389,000 | +0.5% | 234,350 | -3.1% | 0.32% | -8.3% |
| Q3 2013 | $7,353,000 | +13.1% | 241,945 | +1.4% | 0.35% | +6.7% |
| Q2 2013 | $6,499,000 | – | 238,580 | – | 0.33% | – |
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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% |