SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 200 filers reported holding SCHWAB STRATEGIC TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $829,000 | -1.9% | 25,086 | 0.0% | 0.54% | +6.2% |
| Q1 2018 | $845,000 | -38.5% | 25,086 | -37.8% | 0.51% | -35.1% |
| Q4 2017 | $1,373,000 | +1.8% | 40,319 | 0.0% | 0.79% | -5.1% |
| Q3 2017 | $1,349,000 | +5.3% | 40,319 | 0.0% | 0.83% | +3.9% |
| Q2 2017 | $1,281,000 | +2.5% | 40,319 | -3.6% | 0.80% | +1.4% |
| Q1 2017 | $1,250,000 | +5.0% | 41,832 | -2.8% | 0.79% | +3.4% |
| Q4 2016 | $1,191,000 | -6.7% | 43,020 | -3.0% | 0.76% | -2.1% |
| Q3 2016 | $1,277,000 | +2.3% | 44,361 | -3.7% | 0.78% | +1.2% |
| Q2 2016 | $1,248,000 | -36.2% | 46,047 | -36.2% | 0.77% | -38.4% |
| Q1 2016 | $1,957,000 | -1.0% | 72,202 | +0.6% | 1.25% | -1.3% |
| Q4 2015 | $1,977,000 | -28.2% | 71,743 | -28.7% | 1.27% | -27.8% |
| Q3 2015 | $2,753,000 | -12.2% | 100,572 | -2.3% | 1.76% | -18.6% |
| Q2 2015 | $3,136,000 | -1.8% | 102,911 | -2.6% | 2.16% | -1.2% |
| Q1 2015 | $3,193,000 | +3.7% | 105,637 | -0.8% | 2.18% | +4.5% |
| Q4 2014 | $3,079,000 | -6.8% | 106,521 | 0.0% | 2.09% | -10.3% |
| Q3 2014 | $3,304,000 | -18.7% | 106,521 | -13.5% | 2.33% | -16.2% |
| Q2 2014 | $4,062,000 | +4.7% | 123,178 | 0.0% | 2.78% | +0.2% |
| Q1 2014 | $3,880,000 | -1.2% | 123,178 | -1.2% | 2.77% | -3.2% |
| Q4 2013 | $3,929,000 | +3.7% | 124,641 | 0.0% | 2.86% | -2.7% |
| Q3 2013 | $3,787,000 | +3.4% | 124,641 | -7.3% | 2.94% | +2.8% |
| Q2 2013 | $3,663,000 | – | 134,484 | – | 2.86% | – |
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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% |