SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 385 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is 0.40 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $288,000 | -0.7% | 7,445 | -0.7% | 0.03% | -12.9% |
| Q3 2021 | $290,000 | -26.6% | 7,497 | -25.2% | 0.03% | -26.2% |
| Q2 2021 | $395,000 | -18.4% | 10,023 | -22.0% | 0.04% | -26.3% |
| Q1 2021 | $484,000 | -8.3% | 12,853 | -12.4% | 0.06% | -13.6% |
| Q4 2020 | $528,000 | +15.3% | 14,666 | +0.5% | 0.07% | -2.9% |
| Q3 2020 | $458,000 | +5.0% | 14,595 | -0.3% | 0.07% | -4.2% |
| Q2 2020 | $436,000 | +16.0% | 14,639 | +0.7% | 0.07% | -1.4% |
| Q1 2020 | $376,000 | -33.7% | 14,541 | -13.7% | 0.07% | -21.7% |
| Q4 2019 | $567,000 | +5.2% | 16,856 | -0.4% | 0.09% | -3.2% |
| Q3 2019 | $539,000 | -18.0% | 16,926 | -17.3% | 0.10% | -19.5% |
| Q2 2019 | $657,000 | -17.9% | 20,476 | +0.3% | 0.12% | +21.6% |
| Q1 2019 | $800,000 | +44.1% | 20,406 | +4.6% | 0.10% | -18.5% |
| Q4 2018 | $555,000 | -96.3% | 19,517 | -96.1% | 0.12% | -37.0% |
| Q3 2018 | $15,034,000 | -7.9% | 503,189 | -5.8% | 0.19% | +2.7% |
| Q2 2018 | $16,324,000 | +2923.0% | 534,090 | +3164.8% | 0.18% | +78.6% |
| Q1 2018 | $540,000 | +23.6% | 16,359 | +31.0% | 0.10% | +25.6% |
| Q4 2017 | $437,000 | -13.1% | 12,488 | -16.9% | 0.08% | -21.2% |
| Q3 2017 | $503,000 | +21.5% | 15,034 | +15.4% | 0.10% | +11.8% |
| Q2 2017 | $414,000 | +7.5% | 13,030 | +0.4% | 0.09% | -2.1% |
| Q1 2017 | $385,000 | +7.8% | 12,979 | +1.5% | 0.10% | -16.7% |
| Q4 2016 | $357,000 | +66.0% | 12,790 | +70.5% | 0.11% | +44.3% |
| Q3 2016 | $215,000 | – | 7,500 | – | 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% |