SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 666 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 19.84 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $970,710 | -8.1% | 29,658 | -0.0% | 0.45% | -2.8% |
| Q2 2023 | $1,055,899 | +1.0% | 29,660 | +1.5% | 0.46% | -2.5% |
| Q1 2023 | $1,044,986 | +1.8% | 29,214 | +0.1% | 0.48% | +5.8% |
| Q4 2022 | $1,026,342 | +21.7% | 29,174 | +0.8% | 0.45% | +13.3% |
| Q3 2022 | $843,000 | -4.2% | 28,944 | +3.2% | 0.40% | -1.5% |
| Q2 2022 | $880,000 | -15.4% | 28,039 | -2.1% | 0.40% | -5.2% |
| Q1 2022 | $1,040,000 | -2.2% | 28,653 | +0.3% | 0.43% | -4.9% |
| Q4 2021 | $1,063,000 | -7.6% | 28,571 | +0.8% | 0.45% | -3.2% |
| Q3 2021 | $1,151,000 | +3.2% | 28,353 | -0.6% | 0.46% | -3.5% |
| Q2 2021 | $1,115,000 | +6.3% | 28,522 | +6.3% | 0.48% | +2.8% |
| Q1 2021 | $1,049,000 | +5.6% | 26,832 | +0.2% | 0.47% | -4.3% |
| Q4 2020 | $993,000 | +7.2% | 26,771 | -1.4% | 0.49% | +0.6% |
| Q3 2020 | $926,000 | +19.9% | 27,162 | +10.8% | 0.48% | +10.2% |
| Q2 2020 | $772,000 | +12.5% | 24,522 | +0.2% | 0.44% | +4.5% |
| Q1 2020 | $686,000 | -15.7% | 24,462 | -0.7% | 0.42% | -8.1% |
| Q4 2019 | $814,000 | -19.4% | 24,645 | -23.1% | 0.46% | -26.2% |
| Q3 2019 | $1,010,000 | -1.6% | 32,067 | -0.1% | 0.62% | +0.3% |
| Q2 2019 | $1,026,000 | +0.3% | 32,097 | -1.7% | 0.62% | -3.4% |
| Q1 2019 | $1,023,000 | +0.2% | 32,664 | -9.4% | 0.64% | -12.2% |
| Q4 2018 | $1,021,000 | -28.9% | 36,038 | -15.8% | 0.73% | -17.1% |
| Q3 2018 | $1,435,000 | +4.4% | 42,810 | +2.7% | 0.88% | -0.5% |
| Q2 2018 | $1,375,000 | -0.5% | 41,681 | +0.5% | 0.88% | -4.6% |
| Q1 2018 | $1,382,000 | +2.6% | 41,456 | +4.8% | 0.93% | +10.0% |
| Q4 2017 | $1,347,000 | +5.8% | 39,549 | +3.9% | 0.84% | +3.8% |
| Q3 2017 | $1,273,000 | +51.7% | 38,049 | +44.0% | 0.81% | +42.6% |
| Q2 2017 | $839,000 | +48.2% | 26,420 | +39.2% | 0.57% | +44.3% |
| Q1 2017 | $566,000 | +50.1% | 18,975 | +39.3% | 0.40% | +44.2% |
| Q4 2016 | $377,000 | – | 13,625 | – | 0.27% | – |
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% |