SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 333 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $10,666,148 | +69.7% | 331,144 | +93.5% | 15.64% | +78.8% |
| Q1 2022 | $6,286,000 | +2951.5% | 171,178 | +3134.0% | 8.75% | +4127.1% |
| Q4 2021 | $206,000 | -96.9% | 5,293 | -96.9% | 0.21% | -96.4% |
| Q3 2021 | $6,662,000 | -45.0% | 172,132 | -44.0% | 5.73% | -38.4% |
| Q2 2021 | $12,116,000 | +1383.0% | 307,131 | +1313.7% | 9.30% | +770.9% |
| Q1 2021 | $817,000 | -91.7% | 21,725 | -92.1% | 1.07% | -88.9% |
| Q4 2020 | $9,843,000 | +13.6% | 273,347 | -1.0% | 9.60% | -29.2% |
| Q3 2020 | $8,666,000 | +10.1% | 275,980 | +4.3% | 13.57% | +43.2% |
| Q2 2020 | $7,873,000 | +12.0% | 264,626 | +26.6% | 9.48% | +6.3% |
| Q4 2019 | $7,027,000 | -18.3% | 208,949 | -22.6% | 8.92% | -10.7% |
| Q3 2019 | $8,605,000 | -13.8% | 270,100 | -13.2% | 9.99% | -10.4% |
| Q2 2019 | $9,986,000 | +4.7% | 311,196 | +2.2% | 11.14% | +21.4% |
| Q1 2019 | $9,536,000 | +4398.1% | 304,566 | +4707.7% | 9.18% | +3981.3% |
| Q3 2018 | $212,000 | +5.0% | 6,335 | +3.6% | 0.22% | -15.1% |
| Q2 2018 | $202,000 | -1.9% | 6,114 | +0.2% | 0.26% | +11.8% |
| Q1 2018 | $206,000 | -97.8% | 6,099 | -97.7% | 0.24% | -97.4% |
| Q4 2017 | $9,208,000 | +3.0% | 270,266 | +1.2% | 9.13% | -4.8% |
| Q3 2017 | $8,936,000 | +4.8% | 266,987 | -0.4% | 9.60% | -0.4% |
| Q2 2017 | $8,523,000 | +5.7% | 268,183 | -0.7% | 9.64% | +3.4% |
| Q1 2017 | $8,067,000 | +3.9% | 270,081 | -3.7% | 9.32% | -9.1% |
| Q4 2016 | $7,761,000 | -5.4% | 280,370 | -1.6% | 10.25% | +3.5% |
| Q3 2016 | $8,206,000 | +3406.8% | 285,040 | +3605.7% | 9.90% | +3621.8% |
| Q2 2015 | $234,000 | +5.4% | 7,692 | +4.7% | 0.27% | +12.7% |
| Q1 2015 | $222,000 | +9.9% | 7,346 | +19.8% | 0.24% | +5.4% |
| Q2 2014 | $202,000 | – | 6,130 | – | 0.22% | – |
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% |