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 2022 | $1,002,000 | -21.7% | 35,605 | -12.5% | 0.13% | -22.7% |
Q2 2022 | $1,280,000 | -14.7% | 40,699 | -0.4% | 0.16% | -15.1% |
Q1 2022 | $1,500,000 | -2.0% | 40,844 | +3.7% | 0.19% | +3.8% |
Q4 2021 | $1,531,000 | +5.5% | 39,389 | +5.1% | 0.18% | +2.8% |
Q3 2021 | $1,451,000 | -9.9% | 37,488 | -6.9% | 0.18% | -4.3% |
Q2 2021 | $1,611,000 | +8.6% | 40,254 | +2.0% | 0.19% | +4.4% |
Q1 2021 | $1,484,000 | +12.6% | 39,456 | +7.8% | 0.18% | +4.0% |
Q4 2020 | $1,318,000 | +34.5% | 36,589 | +17.3% | 0.17% | +27.2% |
Q3 2020 | $980,000 | +25.3% | 31,197 | +18.7% | 0.14% | +21.4% |
Q2 2020 | $782,000 | +27.8% | 26,280 | +10.9% | 0.11% | +13.1% |
Q1 2020 | $612,000 | +3.4% | 23,700 | +34.7% | 0.10% | +25.3% |
Q4 2019 | $592,000 | +24.6% | 17,590 | +18.1% | 0.08% | +16.2% |
Q3 2019 | $475,000 | +7.2% | 14,896 | +7.8% | 0.07% | +9.7% |
Q2 2019 | $443,000 | +44.8% | 13,817 | +41.5% | 0.06% | +44.2% |
Q1 2019 | $306,000 | +45.7% | 9,762 | +32.0% | 0.04% | +34.4% |
Q4 2018 | $210,000 | -12.1% | 7,396 | +4.2% | 0.03% | -3.0% |
Q3 2018 | $239,000 | +15.5% | 7,097 | +13.5% | 0.03% | +17.9% |
Q2 2018 | $207,000 | +15.0% | 6,251 | +17.2% | 0.03% | +12.0% |
Q1 2018 | $180,000 | +60.7% | 5,332 | +62.1% | 0.02% | +66.7% |
Q4 2017 | $112,000 | +433.3% | 3,290 | +428.1% | 0.02% | +400.0% |
Q3 2017 | $21,000 | +90.9% | 623 | +73.1% | 0.00% | +50.0% |
Q2 2017 | $11,000 | +1000.0% | 360 | +1340.0% | 0.00% | – |
Q1 2017 | $1,000 | – | 25 | – | 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% |