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 | ||||
---|---|---|---|---|---|---|
Q4 2020 | $179,000 | +14.7% | 4,969 | 0.0% | 0.06% | +6.9% |
Q3 2020 | $156,000 | -9.3% | 4,969 | -13.8% | 0.06% | -17.1% |
Q2 2020 | $172,000 | +14.7% | 5,767 | -0.9% | 0.07% | +4.5% |
Q1 2020 | $150,000 | -31.8% | 5,817 | -11.2% | 0.07% | -22.1% |
Q4 2019 | $220,000 | +5.3% | 6,547 | +0.0% | 0.09% | 0.0% |
Q3 2019 | $209,000 | +3.0% | 6,546 | +3.7% | 0.09% | -3.4% |
Q2 2019 | $203,000 | -1.9% | 6,312 | -4.6% | 0.09% | -4.3% |
Q1 2019 | $207,000 | +37.1% | 6,614 | +24.5% | 0.09% | +31.0% |
Q4 2018 | $151,000 | -26.0% | 5,313 | -12.9% | 0.07% | -23.7% |
Q3 2018 | $204,000 | +20.0% | 6,099 | +18.5% | 0.09% | +14.8% |
Q2 2018 | $170,000 | -1.7% | 5,149 | +0.4% | 0.08% | -8.0% |
Q1 2018 | $173,000 | +14.6% | 5,127 | +15.9% | 0.09% | -6.4% |
Q4 2017 | $151,000 | +6.3% | 4,425 | +4.3% | 0.09% | +1.1% |
Q3 2017 | $142,000 | -1.4% | 4,241 | -6.7% | 0.09% | -7.0% |
Q2 2017 | $144,000 | +21.0% | 4,547 | +13.8% | 0.10% | +16.3% |
Q1 2017 | $119,000 | +28.0% | 3,994 | +18.9% | 0.09% | +3.6% |
Q4 2016 | $93,000 | 0.0% | 3,358 | +3.4% | 0.08% | -16.2% |
Q3 2016 | $93,000 | +8.1% | 3,249 | +1.7% | 0.10% | +4.2% |
Q2 2016 | $86,000 | +7.5% | 3,196 | +8.8% | 0.10% | +30.1% |
Q1 2016 | $80,000 | +8.1% | 2,937 | +8.1% | 0.07% | +23.7% |
Q4 2015 | $74,000 | -5.1% | 2,718 | -2.8% | 0.06% | -39.2% |
Q3 2015 | $78,000 | -1.3% | 2,796 | +8.1% | 0.10% | +12.8% |
Q2 2015 | $79,000 | +1.3% | 2,586 | 0.0% | 0.09% | +8.9% |
Q1 2015 | $78,000 | +4.0% | 2,586 | 0.0% | 0.08% | -1.2% |
Q4 2014 | $75,000 | – | 2,586 | – | 0.08% | – |
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% |