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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $202,000 | -2.4% | 5,109 | -7.3% | 0.02% | -5.9% |
| Q1 2021 | $207,000 | +2.5% | 5,509 | -1.9% | 0.02% | -5.6% |
| Q4 2020 | $202,000 | -91.7% | 5,616 | -92.3% | 0.02% | -93.6% |
| Q4 2019 | $2,446,000 | +1.1% | 72,730 | -4.2% | 0.28% | -9.1% |
| Q3 2019 | $2,420,000 | +4.4% | 75,947 | +5.1% | 0.31% | +1.0% |
| Q2 2019 | $2,319,000 | +8.8% | 72,273 | +6.2% | 0.31% | +3.7% |
| Q1 2019 | $2,132,000 | +48.7% | 68,082 | +34.6% | 0.30% | +31.7% |
| Q4 2018 | $1,434,000 | -9.4% | 50,580 | +7.1% | 0.22% | -5.1% |
| Q3 2018 | $1,583,000 | +2.7% | 47,213 | +1.2% | 0.24% | -0.8% |
| Q2 2018 | $1,541,000 | -7.4% | 46,634 | -4.5% | 0.24% | -9.5% |
| Q4 2017 | $1,665,000 | -17.8% | 48,856 | -19.3% | 0.26% | -21.5% |
| Q3 2017 | $2,026,000 | +7.1% | 60,525 | +1.7% | 0.34% | +1.2% |
| Q2 2017 | $1,891,000 | +10.8% | 59,515 | +4.2% | 0.33% | +6.8% |
| Q1 2017 | $1,706,000 | +28.5% | 57,117 | +19.0% | 0.31% | +21.6% |
| Q4 2016 | $1,328,000 | +153.9% | 47,993 | +164.1% | 0.26% | +145.2% |
| Q3 2016 | $523,000 | – | 18,174 | – | 0.10% | – |
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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% |