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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,572,212 | -2.4% | 46,296 | +2.5% | 0.94% | +0.2% |
| Q2 2023 | $1,610,560 | -10.4% | 45,177 | -12.5% | 0.94% | -14.0% |
| Q1 2023 | $1,797,420 | +4.8% | 51,650 | -3.0% | 1.09% | +4.3% |
| Q4 2022 | $1,715,118 | +10.9% | 53,248 | -3.1% | 1.05% | +4.5% |
| Q3 2022 | $1,547,000 | -8.9% | 54,978 | +1.9% | 1.00% | +3.1% |
| Q2 2022 | $1,698,000 | -14.0% | 53,976 | +0.3% | 0.97% | +3.5% |
| Q1 2022 | $1,975,000 | -5.9% | 53,791 | -0.4% | 0.94% | -0.4% |
| Q4 2021 | $2,099,000 | -4.1% | 54,004 | -4.5% | 0.94% | -4.6% |
| Q3 2021 | $2,189,000 | -6.1% | 56,571 | -4.3% | 0.99% | -8.9% |
| Q2 2021 | $2,331,000 | -17.4% | 59,085 | -21.2% | 1.08% | -18.1% |
| Q1 2021 | $2,822,000 | -3.1% | 75,026 | -7.2% | 1.32% | -7.2% |
| Q4 2020 | $2,912,000 | -15.6% | 80,869 | -26.4% | 1.42% | -23.5% |
| Q3 2020 | $3,450,000 | +4.7% | 109,885 | -0.8% | 1.86% | -13.9% |
| Q2 2020 | $3,295,000 | -3.6% | 110,760 | -16.2% | 2.16% | -20.6% |
| Q1 2020 | $3,417,000 | -36.2% | 132,241 | -16.9% | 2.72% | -12.2% |
| Q4 2019 | $5,352,000 | +4.7% | 159,158 | -0.8% | 3.10% | -14.8% |
| Q3 2019 | $5,112,000 | -13.9% | 160,453 | -13.3% | 3.64% | -19.6% |
| Q2 2019 | $5,939,000 | -0.6% | 185,077 | -3.1% | 4.53% | -3.9% |
| Q1 2019 | $5,977,000 | +10.4% | 190,906 | -0.0% | 4.71% | -2.2% |
| Q4 2018 | $5,413,000 | -14.0% | 190,939 | +1.7% | 4.82% | +11.5% |
| Q3 2018 | $6,295,000 | +11.4% | 187,730 | +9.8% | 4.32% | +8.6% |
| Q2 2018 | $5,649,000 | +1.4% | 170,917 | +3.4% | 3.98% | -2.9% |
| Q1 2018 | $5,570,000 | +0.6% | 165,237 | +1.6% | 4.10% | +7.2% |
| Q4 2017 | $5,539,000 | +23.6% | 162,564 | +21.4% | 3.82% | +11.4% |
| Q3 2017 | $4,483,000 | +7.8% | 133,940 | +2.3% | 3.43% | +0.6% |
| Q2 2017 | $4,160,000 | +14.2% | 130,885 | +7.3% | 3.41% | +11.0% |
| Q1 2017 | $3,644,000 | -12.6% | 121,991 | -19.1% | 3.07% | -19.1% |
| Q4 2016 | $4,171,000 | – | 150,704 | – | 3.80% | – |
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% |