SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 514 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $25,792 | +9.6% | 759,494 | +15.1% | 0.16% | +9.0% |
| Q2 2023 | $23,532 | +67.9% | 660,077 | +63.9% | 0.14% | +52.6% |
| Q1 2023 | $14,014 | +16.1% | 402,690 | +7.5% | 0.10% | +6.7% |
| Q4 2022 | $12,068 | -99.9% | 374,658 | -34.2% | 0.09% | -29.9% |
| Q3 2022 | $16,021,000 | +16.6% | 569,534 | +30.3% | 0.13% | +19.8% |
| Q2 2022 | $13,744,000 | +2099.0% | 437,003 | +2466.2% | 0.11% | +2550.0% |
| Q1 2022 | $625,000 | -2.6% | 17,029 | +3.1% | 0.00% | -20.0% |
| Q4 2021 | $642,000 | +81.9% | 16,520 | +84.9% | 0.01% | +66.7% |
| Q2 2021 | $353,000 | 0.0% | 8,936 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $353,000 | 0.0% | 8,936 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $353,000 | 0.0% | 8,936 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $353,000 | 0.0% | 8,936 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $353,000 | 0.0% | 8,936 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $353,000 | 0.0% | 8,936 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $353,000 | 0.0% | 8,936 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $353,000 | 0.0% | 8,936 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $353,000 | 0.0% | 8,936 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $353,000 | -30.5% | 8,936 | -50.1% | 0.00% | -76.9% |
| Q4 2018 | $508,000 | +43.9% | 17,903 | +69.9% | 0.01% | +44.4% |
| Q3 2018 | $353,000 | +4942.9% | 10,535 | +4582.2% | 0.01% | – |
| Q2 2018 | $7,000 | +133.3% | 225 | +129.6% | 0.00% | – |
| Q1 2018 | $3,000 | 0.0% | 98 | 0.0% | 0.00% | – |
| Q4 2017 | $3,000 | -80.0% | 98 | -78.8% | 0.00% | -100.0% |
| Q3 2017 | $15,000 | +25.0% | 463 | +27.5% | 0.00% | 0.0% |
| Q2 2017 | $12,000 | – | 363 | – | 0.00% | – |
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% |