SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 666 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 6.47 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,864,978 | -3.0% | 55,738 | +3.3% | 0.33% | +0.3% |
| Q2 2023 | $1,922,873 | +24.9% | 53,938 | +22.0% | 0.33% | +17.9% |
| Q1 2023 | $1,539,179 | -2.8% | 44,229 | -21.4% | 0.28% | -23.1% |
| Q3 2022 | $1,583,000 | +35.1% | 56,283 | +51.0% | 0.36% | +52.5% |
| Q2 2022 | $1,172,000 | +51.8% | 37,275 | +77.2% | 0.24% | +63.0% |
| Q1 2022 | $772,000 | -5.9% | 21,035 | -0.3% | 0.15% | +43.1% |
| Q4 2021 | $820,000 | +0.1% | 21,093 | -0.4% | 0.10% | -37.8% |
| Q3 2021 | $819,000 | -0.1% | 21,171 | +1.8% | 0.16% | 0.0% |
| Q2 2021 | $820,000 | -1.0% | 20,789 | -5.6% | 0.16% | -9.9% |
| Q1 2021 | $828,000 | -2.5% | 22,019 | -6.6% | 0.18% | -11.2% |
| Q4 2020 | $849,000 | +10.3% | 23,576 | -1.4% | 0.20% | +6.2% |
| Q3 2020 | $770,000 | -23.2% | 23,920 | -29.0% | 0.19% | -27.4% |
| Q2 2020 | $1,002,000 | +6.8% | 33,667 | -7.3% | 0.27% | -8.0% |
| Q1 2020 | $938,000 | -38.2% | 36,319 | -19.6% | 0.29% | -27.9% |
| Q4 2019 | $1,519,000 | -8.0% | 45,182 | -14.4% | 0.40% | -21.5% |
| Q3 2019 | $1,651,000 | -80.9% | 52,756 | -80.4% | 0.51% | -81.7% |
| Q2 2019 | $8,638,000 | -0.8% | 269,179 | -3.2% | 2.79% | -3.1% |
| Q1 2019 | $8,707,000 | +4.1% | 278,099 | -0.1% | 2.88% | -2.6% |
| Q4 2018 | $8,362,000 | -35.7% | 278,361 | -28.2% | 2.96% | -31.6% |
| Q3 2018 | $13,006,000 | +14.4% | 387,900 | +12.7% | 4.32% | +3.0% |
| Q2 2018 | $11,371,000 | +30.1% | 344,050 | +32.7% | 4.20% | +23.8% |
| Q1 2018 | $8,742,000 | +19.4% | 259,336 | +20.7% | 3.39% | +7.1% |
| Q4 2017 | $7,319,000 | – | 214,818 | – | 3.16% | – |
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% |