SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 408 filers reported holding SCHWAB STRATEGIC TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,561 | -52.3% | 45,970 | -49.9% | 0.13% | -27.8% |
| Q2 2023 | $3,274 | +26.2% | 91,840 | +14.0% | 0.18% | +59.3% |
| Q1 2023 | $2,594 | 0.0% | 80,531 | 0.0% | 0.11% | 0.0% |
| Q4 2022 | $2,594 | -99.9% | 80,531 | +4.6% | 0.11% | +16.5% |
| Q3 2022 | $2,167,000 | -50.3% | 77,026 | -44.5% | 0.10% | -40.9% |
| Q2 2022 | $4,364,000 | -9.9% | 138,751 | +5.2% | 0.16% | 0.0% |
| Q1 2022 | $4,843,000 | +5.3% | 131,885 | +11.5% | 0.16% | +29.1% |
| Q4 2021 | $4,599,000 | +91.7% | 118,314 | +90.9% | 0.13% | +67.1% |
| Q3 2021 | $2,399,000 | -2.0% | 61,984 | -0.1% | 0.08% | -6.2% |
| Q2 2021 | $2,449,000 | +7.8% | 62,075 | +2.8% | 0.08% | -5.8% |
| Q1 2021 | $2,272,000 | +3.7% | 60,406 | -0.7% | 0.09% | -4.4% |
| Q4 2020 | $2,190,000 | +8.6% | 60,825 | -5.3% | 0.09% | -4.3% |
| Q3 2020 | $2,017,000 | +2.1% | 64,247 | -3.3% | 0.09% | -9.6% |
| Q2 2020 | $1,976,000 | -4.8% | 66,429 | -17.3% | 0.10% | -23.0% |
| Q1 2020 | $2,075,000 | -42.1% | 80,304 | -24.6% | 0.14% | -31.8% |
| Q4 2019 | $3,583,000 | +4.6% | 106,556 | -0.9% | 0.20% | -16.5% |
| Q3 2019 | $3,426,000 | +17.5% | 107,532 | +18.4% | 0.24% | +107.9% |
| Q2 2019 | $2,915,000 | +8.7% | 90,837 | +6.1% | 0.11% | +4.6% |
| Q1 2019 | $2,682,000 | +9.5% | 85,653 | -0.9% | 0.11% | -45.8% |
| Q4 2018 | $2,449,000 | +75.3% | 86,395 | +104.4% | 0.20% | +302.0% |
| Q2 2018 | $1,397,000 | +22.4% | 42,259 | +24.8% | 0.05% | +47.1% |
| Q1 2018 | $1,141,000 | +13.6% | 33,859 | +14.9% | 0.03% | +25.9% |
| Q4 2017 | $1,004,000 | +5.8% | 29,478 | +4.0% | 0.03% | +3.8% |
| Q3 2017 | $949,000 | +7.7% | 28,346 | +2.2% | 0.03% | 0.0% |
| Q2 2017 | $881,000 | +29.4% | 27,727 | +21.6% | 0.03% | +23.8% |
| Q1 2017 | $681,000 | +79.7% | 22,803 | +66.6% | 0.02% | +90.9% |
| Q4 2016 | $379,000 | +70.0% | 13,691 | +76.6% | 0.01% | +22.2% |
| Q3 2016 | $223,000 | – | 7,754 | – | 0.01% | – |
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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% |