SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 276 filers reported holding SCHWAB STRATEGIC TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $5,863,000 | +7.2% | 196,279 | -0.7% | 3.52% | +7.2% |
| Q4 2016 | $5,470,000 | -2.6% | 197,599 | +1.3% | 3.28% | -6.1% |
| Q3 2016 | $5,615,000 | -1.6% | 195,035 | -7.3% | 3.49% | -33.8% |
| Q2 2016 | $5,706,000 | -21.2% | 210,478 | -21.2% | 5.27% | -23.2% |
| Q1 2016 | $7,240,000 | -12.8% | 267,049 | -11.3% | 6.86% | -13.7% |
| Q4 2015 | $8,298,000 | – | 301,096 | – | 7.95% | – |
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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% |