SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 242 filers reported holding SCHWAB STRATEGIC TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $8,634,004 | +17.2% | 254,240 | +23.0% | 0.34% | +14.2% |
Q2 2023 | $7,367,853 | +21.8% | 206,672 | +18.9% | 0.30% | +13.0% |
Q1 2023 | $6,050,607 | +13.9% | 173,868 | +5.4% | 0.26% | +4.8% |
Q4 2022 | $5,311,462 | +35.7% | 164,901 | +18.5% | 0.25% | +22.0% |
Q3 2022 | $3,914,000 | +21.5% | 139,143 | +35.9% | 0.20% | +21.3% |
Q2 2022 | $3,221,000 | -25.2% | 102,414 | -12.7% | 0.17% | -21.4% |
Q1 2022 | $4,307,000 | -8.9% | 117,296 | -3.5% | 0.22% | -8.9% |
Q4 2021 | $4,726,000 | -32.8% | 121,597 | -33.1% | 0.24% | -41.0% |
Q3 2021 | $7,031,000 | +68.1% | 181,670 | +71.4% | 0.40% | +58.1% |
Q2 2021 | $4,182,000 | +23.5% | 106,011 | +17.8% | 0.25% | -6.6% |
Q1 2021 | $3,385,000 | +47.6% | 89,983 | +41.3% | 0.27% | +54.9% |
Q4 2020 | $2,294,000 | +58.5% | 63,699 | +38.2% | 0.18% | +41.1% |
Q3 2020 | $1,447,000 | +64.4% | 46,097 | +55.9% | 0.12% | +51.2% |
Q2 2020 | $880,000 | +7.7% | 29,565 | -6.5% | 0.08% | -7.9% |
Q1 2020 | $817,000 | -33.0% | 31,613 | -12.8% | 0.09% | -33.6% |
Q4 2019 | $1,219,000 | -12.7% | 36,234 | -17.3% | 0.13% | -20.7% |
Q3 2019 | $1,396,000 | +59.2% | 43,829 | +60.3% | 0.17% | +48.2% |
Q2 2019 | $877,000 | +74.4% | 27,344 | +70.1% | 0.11% | +56.2% |
Q1 2019 | $503,000 | +6.8% | 16,073 | -3.3% | 0.07% | -8.8% |
Q4 2018 | $471,000 | -31.7% | 16,626 | -19.2% | 0.08% | -34.4% |
Q3 2018 | $690,000 | -4.8% | 20,569 | -6.3% | 0.12% | -10.3% |
Q2 2018 | $725,000 | +16.9% | 21,945 | +19.4% | 0.14% | +10.6% |
Q1 2018 | $620,000 | +38.1% | 18,381 | +39.4% | 0.12% | +28.1% |
Q4 2017 | $449,000 | +16.9% | 13,185 | +14.9% | 0.10% | +7.9% |
Q3 2017 | $384,000 | +0.5% | 11,473 | -4.6% | 0.09% | -4.3% |
Q2 2017 | $382,000 | +11.0% | 12,023 | +4.3% | 0.09% | +8.1% |
Q1 2017 | $344,000 | -19.6% | 11,522 | -25.5% | 0.09% | -18.1% |
Q4 2016 | $428,000 | -12.3% | 15,466 | -8.7% | 0.10% | -17.3% |
Q3 2016 | $488,000 | +6.6% | 16,945 | +0.3% | 0.13% | +5.8% |
Q2 2016 | $458,000 | -58.9% | 16,891 | -58.9% | 0.12% | -55.4% |
Q1 2016 | $1,114,000 | -18.4% | 41,099 | -17.0% | 0.27% | -19.0% |
Q4 2015 | $1,365,000 | -3.4% | 49,515 | -4.1% | 0.33% | -0.6% |
Q3 2015 | $1,413,000 | -19.9% | 51,637 | -10.9% | 0.33% | -18.5% |
Q2 2015 | $1,765,000 | -8.0% | 57,934 | -8.7% | 0.41% | -10.9% |
Q1 2015 | $1,918,000 | +5.6% | 63,435 | +0.9% | 0.46% | +3.6% |
Q4 2014 | $1,817,000 | -1.0% | 62,854 | +6.2% | 0.44% | 0.0% |
Q3 2014 | $1,835,000 | -1.5% | 59,158 | +4.8% | 0.44% | -3.9% |
Q2 2014 | $1,862,000 | -0.3% | 56,447 | -4.8% | 0.46% | -6.1% |
Q1 2014 | $1,868,000 | +5.5% | 59,313 | +5.6% | 0.49% | -1.8% |
Q4 2013 | $1,770,000 | +19.8% | 56,152 | +15.5% | 0.50% | +8.4% |
Q3 2013 | $1,478,000 | +14.5% | 48,632 | +2.6% | 0.46% | +7.4% |
Q2 2013 | $1,291,000 | – | 47,395 | – | 0.43% | – |
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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% |