SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 655 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 44.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $232,556 | -3.9% | 7,220 | -6.0% | 0.02% | -11.1% |
| Q2 2022 | $242,000 | +908.3% | 7,681 | +914.7% | 0.02% | +260.0% |
| Q3 2020 | $24,000 | -98.0% | 757 | -98.1% | 0.01% | -98.1% |
| Q2 2020 | $1,205,000 | -99.9% | 40,465 | -0.6% | 0.27% | -9.5% |
| Q1 2020 | $1,053,324,000 | -91.4% | 40,724 | -88.7% | 0.30% | -90.1% |
| Q4 2019 | $12,192,858,000 | +13.2% | 360,441 | +4.9% | 2.97% | -6.9% |
| Q3 2019 | $10,769,031,000 | +106958.7% | 343,575 | +9.3% | 3.19% | -5.1% |
| Q2 2019 | $10,059,000 | -99.9% | 314,428 | +4.8% | 3.36% | -1.1% |
| Q1 2019 | $9,373,961,000 | +130130.1% | 300,089 | +25.2% | 3.39% | -0.1% |
| Q4 2018 | $7,198,000 | +73.1% | 239,777 | +76.9% | 3.40% | +221.6% |
| Q3 2018 | $4,159,000 | +8.1% | 135,560 | +18.2% | 1.06% | +9.4% |
| Q2 2018 | $3,847,000 | +10.6% | 114,703 | +12.7% | 0.96% | -20.0% |
| Q1 2018 | $3,479,000 | +45.6% | 101,754 | +52.2% | 1.21% | +55.4% |
| Q4 2017 | $2,389,000 | -5.6% | 66,874 | -9.8% | 0.78% | +9.8% |
| Q3 2017 | $2,532,000 | +38.5% | 74,106 | +33.2% | 0.71% | +33.4% |
| Q2 2017 | $1,828,000 | +43.8% | 55,643 | +30.8% | 0.53% | +20.5% |
| Q1 2017 | $1,271,000 | +232.7% | 42,545 | +220.6% | 0.44% | +175.0% |
| Q3 2016 | $382,000 | +1264.3% | 13,271 | +1202.4% | 0.16% | +1130.8% |
| Q2 2016 | $28,000 | – | 1,019 | – | 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% |