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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $334,000 | +6.4% | 8,470 | +1.6% | 0.17% | +29.9% |
| Q1 2021 | $314,000 | +4.7% | 8,340 | 0.0% | 0.13% | -5.0% |
| Q4 2020 | $300,000 | +19.0% | 8,340 | +3.8% | 0.14% | +9.3% |
| Q3 2020 | $252,000 | -8.4% | 8,035 | -13.1% | 0.13% | -11.6% |
| Q2 2020 | $275,000 | +15.1% | 9,245 | 0.0% | 0.15% | -3.9% |
| Q1 2020 | $239,000 | -50.6% | 9,245 | -35.8% | 0.15% | -30.0% |
| Q4 2019 | $484,000 | +5.4% | 14,395 | 0.0% | 0.22% | +2.8% |
| Q3 2019 | $459,000 | +2.2% | 14,395 | +2.8% | 0.21% | +2.4% |
| Q2 2019 | $449,000 | +3.0% | 14,005 | +0.5% | 0.21% | +9.6% |
| Q1 2019 | $436,000 | -5.4% | 13,930 | -14.2% | 0.19% | -13.4% |
| Q4 2018 | $461,000 | -18.4% | 16,244 | -3.6% | 0.22% | +2.8% |
| Q3 2018 | $565,000 | +1.4% | 16,844 | 0.0% | 0.21% | -8.7% |
| Q2 2018 | $557,000 | +0.7% | 16,844 | +2.6% | 0.23% | +45.3% |
| Q1 2018 | $553,000 | +19.2% | 16,414 | +20.4% | 0.16% | +16.9% |
| Q4 2017 | $464,000 | +60.6% | 13,629 | +57.7% | 0.14% | +40.2% |
| Q3 2017 | $289,000 | +43.1% | 8,644 | +36.0% | 0.10% | +34.7% |
| Q2 2017 | $202,000 | -4.7% | 6,354 | -19.1% | 0.07% | -43.3% |
| Q1 2016 | $212,000 | – | 7,854 | – | 0.13% | – |
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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% |