SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 276 filers reported holding SCHWAB STRATEGIC TR in Q4 2015. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $13,668,000 | -6.7% | 493,780 | -2.9% | 9.59% | -4.3% |
| Q3 2016 | $14,642,000 | +8.5% | 508,578 | +2.2% | 10.03% | +9.1% |
| Q2 2016 | $13,490,000 | +0.5% | 497,587 | +0.5% | 9.19% | -7.5% |
| Q1 2016 | $13,424,000 | +19.3% | 495,162 | +21.3% | 9.94% | +13.3% |
| Q4 2015 | $11,254,000 | -4.3% | 408,340 | +0.3% | 8.77% | -5.3% |
| Q3 2015 | $11,764,000 | +7.0% | 407,192 | +12.8% | 9.26% | +6.7% |
| Q2 2015 | $10,996,000 | +5.6% | 360,880 | +4.8% | 8.68% | +2.6% |
| Q1 2015 | $10,415,000 | +3.5% | 344,510 | -1.0% | 8.46% | +11.7% |
| Q4 2014 | $10,062,000 | -6.4% | 348,061 | +0.4% | 7.57% | -4.5% |
| Q3 2014 | $10,751,000 | -5.7% | 346,578 | +0.2% | 7.93% | -5.4% |
| Q2 2014 | $11,406,000 | +6.5% | 345,850 | +1.8% | 8.38% | +8.2% |
| Q1 2014 | $10,706,000 | +1.8% | 339,866 | +1.9% | 7.74% | +4.3% |
| Q4 2013 | $10,515,000 | +5.8% | 333,477 | +1.9% | 7.43% | +2.3% |
| Q3 2013 | $9,943,000 | +14.1% | 327,196 | +2.2% | 7.26% | +13.7% |
| Q2 2013 | $8,718,000 | +0.2% | 320,028 | +2.4% | 6.39% | -0.1% |
| Q1 2013 | $8,698,000 | +4.4% | 312,413 | +1.7% | 6.39% | -9.6% |
| Q4 2012 | $8,330,000 | +13.0% | 307,249 | +7.6% | 7.07% | +11.0% |
| Q3 2012 | $7,373,000 | – | 285,560 | – | 6.37% | – |
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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% |