SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 333 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2018 | $307,000 | -1.9% | 9,298 | 0.0% | 0.03% | -6.9% |
Q1 2018 | $313,000 | -6.6% | 9,298 | -5.7% | 0.03% | -12.1% |
Q4 2017 | $335,000 | +4.0% | 9,858 | +2.4% | 0.03% | -5.7% |
Q3 2017 | $322,000 | +0.6% | 9,631 | -4.3% | 0.04% | -2.8% |
Q2 2017 | $320,000 | +4.9% | 10,069 | -1.6% | 0.04% | -2.7% |
Q1 2017 | $305,000 | +7.8% | 10,229 | 0.0% | 0.04% | +2.8% |
Q4 2016 | $283,000 | – | 10,229 | – | 0.04% | – |
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% |