SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 176 filers reported holding SCHWAB STRATEGIC TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2017 | $207,000 | -96.8% | 6,503 | -97.0% | 0.01% | -96.6% |
Q1 2017 | $6,416,000 | +496.8% | 214,813 | +453.2% | 0.18% | +584.6% |
Q4 2016 | $1,075,000 | -29.1% | 38,829 | -26.3% | 0.03% | -27.8% |
Q3 2016 | $1,516,000 | +68.6% | 52,669 | +58.8% | 0.04% | +44.0% |
Q1 2016 | $899,000 | +10.4% | 33,166 | +24.1% | 0.02% | +66.7% |
Q2 2015 | $814,000 | -50.5% | 26,729 | -49.5% | 0.02% | -53.1% |
Q3 2014 | $1,643,000 | +128.8% | 52,977 | +124.2% | 0.03% | +255.6% |
Q3 2013 | $718,000 | – | 23,632 | – | 0.01% | – |
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% |