SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 294 filers reported holding SCHWAB STRATEGIC TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $5,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $5,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $5,000 | +25.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $4,000 | -20.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $5,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $5,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $5,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $5,000 | -95.5% | 150 | -95.5% | 0.00% | -95.1% |
| Q3 2017 | $112,000 | +5.7% | 3,345 | 0.0% | 0.08% | +2.5% |
| Q2 2017 | $106,000 | +71.0% | 3,345 | +62.0% | 0.08% | +63.3% |
| Q1 2017 | $62,000 | +34.8% | 2,065 | +23.3% | 0.05% | +28.9% |
| Q4 2016 | $46,000 | -4.2% | 1,675 | 0.0% | 0.04% | -5.0% |
| Q3 2016 | $48,000 | +300.0% | 1,675 | +272.2% | 0.04% | +700.0% |
| Q2 2016 | $12,000 | 0.0% | 450 | 0.0% | 0.01% | -54.5% |
| Q1 2016 | $12,000 | 0.0% | 450 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $12,000 | 0.0% | 450 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $12,000 | -14.3% | 450 | 0.0% | 0.01% | -8.3% |
| Q2 2015 | $14,000 | 0.0% | 450 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $14,000 | +7.7% | 450 | 0.0% | 0.01% | +9.1% |
| Q4 2014 | $13,000 | -7.1% | 450 | 0.0% | 0.01% | -8.3% |
| Q3 2014 | $14,000 | -6.7% | 450 | 0.0% | 0.01% | -7.7% |
| Q2 2014 | $15,000 | +7.1% | 450 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $14,000 | – | 450 | – | 0.01% | – |
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% |