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 ↓ |
---|---|---|---|
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% |