SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 635 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $3,484,000 | +1.2% | 103,918 | -0.2% | 0.39% | +1.6% |
| Q2 2018 | $3,443,000 | -2.0% | 104,166 | -0.1% | 0.38% | -2.8% |
| Q1 2018 | $3,513,000 | -1.1% | 104,220 | -0.0% | 0.40% | +1.5% |
| Q4 2017 | $3,551,000 | +1.8% | 104,223 | 0.0% | 0.39% | -3.2% |
| Q3 2017 | $3,488,000 | +5.4% | 104,223 | +0.1% | 0.40% | -10.3% |
| Q2 2017 | $3,308,000 | +6.6% | 104,096 | +0.2% | 0.45% | +20.1% |
| Q1 2017 | $3,103,000 | -9.0% | 103,888 | -15.7% | 0.37% | -13.3% |
| Q4 2016 | $3,410,000 | -7.6% | 123,176 | -3.9% | 0.43% | -10.8% |
| Q3 2016 | $3,691,000 | +4.6% | 128,201 | -1.5% | 0.48% | +1.0% |
| Q2 2016 | $3,530,000 | -2.6% | 130,217 | -2.6% | 0.48% | -5.5% |
| Q1 2016 | $3,625,000 | -8.4% | 133,729 | -6.9% | 0.50% | -9.7% |
| Q4 2015 | $3,957,000 | -44.6% | 143,580 | -44.9% | 0.56% | -46.5% |
| Q3 2015 | $7,137,000 | – | 260,755 | – | 1.04% | – |
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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% |