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 2023 | $1,101,906 | 0.0% | 30,909 | 0.0% | 0.23% | -0.9% |
| Q2 2023 | $1,101,906 | +2.4% | 30,909 | +0.0% | 0.23% | -1.7% |
| Q1 2023 | $1,075,598 | +798.3% | 30,908 | +1056.7% | 0.24% | +742.9% |
| Q4 2022 | $119,732 | -59.6% | 2,672 | -74.6% | 0.03% | -62.2% |
| Q3 2022 | $296,000 | -55.6% | 10,539 | -50.3% | 0.07% | -50.7% |
| Q2 2022 | $666,000 | +173.0% | 21,191 | +219.2% | 0.15% | +212.5% |
| Q1 2022 | $244,000 | +24300.0% | 6,639 | +16923.1% | 0.05% | – |
| Q4 2021 | $1,000 | 0.0% | 39 | +34.5% | 0.00% | – |
| Q3 2021 | $1,000 | 0.0% | 29 | +31.8% | 0.00% | – |
| Q2 2021 | $1,000 | 0.0% | 22 | -29.0% | 0.00% | – |
| Q1 2021 | $1,000 | 0.0% | 31 | +19.2% | 0.00% | – |
| Q4 2020 | $1,000 | 0.0% | 26 | -10.3% | 0.00% | – |
| Q2 2020 | $1,000 | -97.0% | 29 | -97.8% | 0.00% | -100.0% |
| Q1 2020 | $33,000 | +37.5% | 1,307 | +81.8% | 0.01% | -36.4% |
| Q4 2019 | $24,000 | – | 719 | – | 0.02% | – |
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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% |