SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 493 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $37,000 | 0.0% | 1,170 | +17.5% | 0.01% | +14.3% |
| Q1 2022 | $37,000 | +42.3% | 996 | +51.4% | 0.01% | +75.0% |
| Q4 2021 | $26,000 | +4.0% | 658 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $25,000 | -35.9% | 658 | -33.1% | 0.00% | -42.9% |
| Q2 2021 | $39,000 | -25.0% | 983 | -29.0% | 0.01% | -41.7% |
| Q1 2021 | $52,000 | -57.0% | 1,384 | -58.7% | 0.01% | -60.0% |
| Q4 2020 | $121,000 | -19.9% | 3,353 | -30.4% | 0.03% | -38.8% |
| Q3 2020 | $151,000 | +12.7% | 4,818 | +6.8% | 0.05% | -3.9% |
| Q2 2020 | $134,000 | -48.9% | 4,513 | -55.5% | 0.05% | -57.5% |
| Q1 2020 | $262,000 | -13.0% | 10,135 | +13.2% | 0.12% | +6.2% |
| Q4 2019 | $301,000 | +10.3% | 8,956 | +4.3% | 0.11% | -8.1% |
| Q3 2019 | $273,000 | +3.0% | 8,583 | +4.5% | 0.12% | +7.9% |
| Q2 2019 | $265,000 | +21.0% | 8,210 | +17.1% | 0.11% | +1.8% |
| Q1 2019 | $219,000 | +22.3% | 7,010 | +11.3% | 0.11% | -5.1% |
| Q4 2018 | $179,000 | -16.7% | 6,300 | -1.8% | 0.12% | -7.8% |
| Q3 2018 | $215,000 | +25.7% | 6,413 | +24.1% | 0.13% | -30.1% |
| Q2 2018 | $171,000 | -9.5% | 5,168 | -9.3% | 0.18% | +30.7% |
| Q1 2018 | $189,000 | -1.0% | 5,697 | +4.3% | 0.14% | -2.1% |
| Q4 2017 | $191,000 | +297.9% | 5,463 | +280.4% | 0.14% | +232.6% |
| Q3 2017 | $48,000 | +700.0% | 1,436 | +600.5% | 0.04% | +616.7% |
| Q2 2017 | $6,000 | – | 205 | – | 0.01% | – |
Download | ||||||
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% |