SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 666 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 6.47 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,413,686 | -2.6% | 188,860 | +2.2% | 1.66% | -2.1% |
| Q2 2023 | $6,587,051 | -0.9% | 184,770 | -3.3% | 1.69% | -1.3% |
| Q1 2023 | $6,649,689 | +6.8% | 191,083 | -1.1% | 1.72% | +4.1% |
| Q4 2022 | $6,224,421 | +17.1% | 193,245 | +2.3% | 1.65% | +15.4% |
| Q3 2022 | $5,315,000 | -9.9% | 188,930 | +0.7% | 1.43% | -1.1% |
| Q2 2022 | $5,902,000 | -7.7% | 187,655 | +7.7% | 1.44% | -1.6% |
| Q1 2022 | $6,395,000 | +0.4% | 174,166 | +6.3% | 1.47% | +4.3% |
| Q4 2021 | $6,372,000 | +8.5% | 163,919 | +8.0% | 1.41% | +1.4% |
| Q3 2021 | $5,872,000 | -1.6% | 151,725 | +0.3% | 1.39% | -0.6% |
| Q2 2021 | $5,969,000 | +9.0% | 151,314 | +4.0% | 1.40% | +4.0% |
| Q1 2021 | $5,475,000 | +5.8% | 145,543 | +1.3% | 1.34% | -7.6% |
| Q4 2020 | $5,176,000 | +22.5% | 143,732 | +6.8% | 1.45% | +2.5% |
| Q3 2020 | $4,224,000 | +4.1% | 134,531 | -1.3% | 1.42% | -3.5% |
| Q2 2020 | $4,056,000 | +54.5% | 136,325 | +34.1% | 1.47% | +26.9% |
| Q1 2020 | $2,626,000 | -19.9% | 101,626 | +4.3% | 1.16% | -5.0% |
| Q4 2019 | $3,278,000 | +4.7% | 97,475 | -0.9% | 1.22% | +2.9% |
| Q3 2019 | $3,132,000 | +1.5% | 98,320 | +2.2% | 1.18% | +2.5% |
| Q2 2019 | $3,087,000 | +8.8% | 96,198 | +6.1% | 1.15% | +4.7% |
| Q1 2019 | $2,838,000 | +17.7% | 90,640 | +6.6% | 1.10% | -2.0% |
| Q4 2018 | $2,411,000 | -25.9% | 85,036 | -12.4% | 1.12% | -11.6% |
| Q3 2018 | $3,254,000 | +7.4% | 97,046 | +5.8% | 1.27% | +0.7% |
| Q2 2018 | $3,031,000 | +3.6% | 91,709 | +5.7% | 1.26% | -3.0% |
| Q1 2018 | $2,925,000 | -12.5% | 86,758 | -11.5% | 1.30% | -12.9% |
| Q4 2017 | $3,341,000 | +8.2% | 98,076 | +6.3% | 1.50% | +4.3% |
| Q3 2017 | $3,088,000 | +16.5% | 92,266 | +10.6% | 1.43% | +12.5% |
| Q2 2017 | $2,650,000 | +133.9% | 83,390 | +119.8% | 1.27% | +123.5% |
| Q1 2017 | $1,133,000 | +68.4% | 37,941 | +55.9% | 0.57% | +37.3% |
| Q4 2016 | $673,000 | – | 24,329 | – | 0.42% | – |
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% |