SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 225 filers reported holding SCHWAB STRATEGIC TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,816 | -4.7% | 83 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $2,956 | +3.6% | 83 | +1.2% | 0.00% | 0.0% |
| Q1 2023 | $2,853 | +8.0% | 82 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $2,641 | +32.0% | 82 | +2.5% | 0.00% | 0.0% |
| Q3 2022 | $2,000 | -33.3% | 80 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $3,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $3,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $3,000 | 0.0% | 80 | +2.6% | 0.00% | 0.0% |
| Q3 2021 | $3,000 | 0.0% | 78 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $3,000 | 0.0% | 78 | +1.3% | 0.00% | 0.0% |
| Q1 2021 | $3,000 | -81.2% | 77 | -82.1% | 0.00% | -85.7% |
| Q4 2020 | $16,000 | +23.1% | 431 | +1.4% | 0.01% | 0.0% |
| Q3 2020 | $13,000 | -92.3% | 425 | -91.5% | 0.01% | -91.5% |
| Q4 2019 | $168,000 | +5.7% | 5,000 | 0.0% | 0.08% | +3.8% |
| Q3 2019 | $159,000 | -0.6% | 5,000 | 0.0% | 0.08% | -2.5% |
| Q2 2019 | $160,000 | +1.9% | 5,000 | 0.0% | 0.08% | -1.2% |
| Q1 2019 | $157,000 | -96.6% | 5,000 | -96.9% | 0.08% | -96.9% |
| Q4 2018 | $4,588,000 | +5055.1% | 161,825 | +4803.8% | 2.62% | +4340.7% |
| Q2 2016 | $89,000 | 0.0% | 3,300 | 0.0% | 0.06% | -3.3% |
| Q1 2016 | $89,000 | -66.3% | 3,300 | -65.6% | 0.06% | -35.8% |
| Q4 2015 | $264,000 | +915.4% | 9,600 | +984.7% | 0.10% | +427.8% |
| Q4 2014 | $26,000 | – | 885 | – | 0.02% | – |
Download | ||||||
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% |