SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 761 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 61.69 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $151,000 | -10.1% | 5,351 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $168,000 | -41.1% | 5,351 | -36.9% | 0.02% | -61.1% |
| Q4 2019 | $285,000 | +8.0% | 8,476 | +2.1% | 0.05% | -3.6% |
| Q3 2019 | $264,000 | 0.0% | 8,300 | +0.8% | 0.06% | -5.1% |
| Q2 2019 | $264,000 | +2.3% | 8,236 | 0.0% | 0.06% | -3.3% |
| Q1 2019 | $258,000 | +2.4% | 8,236 | -7.2% | 0.06% | -3.2% |
| Q4 2018 | $252,000 | -12.8% | 8,875 | +3.0% | 0.06% | -10.0% |
| Q3 2018 | $289,000 | +1.4% | 8,616 | 0.0% | 0.07% | -6.7% |
| Q2 2018 | $285,000 | -6.9% | 8,616 | -5.0% | 0.08% | -11.8% |
| Q1 2018 | $306,000 | +1.7% | 9,070 | +2.7% | 0.08% | -4.5% |
| Q4 2017 | $301,000 | +4.2% | 8,828 | +2.4% | 0.09% | -4.3% |
| Q3 2017 | $289,000 | -18.6% | 8,624 | -22.7% | 0.09% | -25.0% |
| Q2 2017 | $355,000 | +6.6% | 11,158 | 0.0% | 0.12% | -1.6% |
| Q1 2017 | $333,000 | +7.8% | 11,158 | 0.0% | 0.13% | +4.1% |
| Q4 2016 | $309,000 | +91.9% | 11,158 | +100.0% | 0.12% | +70.4% |
| Q3 2016 | $161,000 | +6.6% | 5,579 | 0.0% | 0.07% | +4.4% |
| Q2 2016 | $151,000 | 0.0% | 5,579 | 0.0% | 0.07% | -6.8% |
| Q1 2016 | $151,000 | -1.9% | 5,579 | 0.0% | 0.07% | -8.8% |
| Q4 2015 | $154,000 | +3.4% | 5,579 | +2.2% | 0.08% | -15.8% |
| Q3 2015 | $149,000 | -10.2% | 5,457 | 0.0% | 0.10% | -10.4% |
| Q2 2015 | $166,000 | +0.6% | 5,457 | 0.0% | 0.11% | -5.4% |
| Q1 2015 | $165,000 | +4.4% | 5,457 | 0.0% | 0.11% | +1.8% |
| Q4 2014 | $158,000 | – | 5,457 | – | 0.11% | – |
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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% |