SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 666 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 6.47 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $665,548 | -1.0% | 19,598 | +3.9% | 0.10% | +3.3% |
| Q2 2023 | $672,252 | +2.4% | 18,857 | 0.0% | 0.09% | -7.1% |
| Q1 2023 | $656,224 | +1.2% | 18,857 | -6.4% | 0.10% | -10.8% |
| Q4 2022 | $648,709 | -98.2% | 20,140 | -98.4% | 0.11% | -97.7% |
| Q3 2022 | $35,364,000 | +1823.0% | 1,257,198 | +2050.0% | 4.84% | +1194.1% |
| Q2 2022 | $1,839,000 | +472.9% | 58,474 | +371.4% | 0.37% | +51.4% |
| Q1 2020 | $321,000 | -5.3% | 12,405 | +23.2% | 0.25% | +9.8% |
| Q4 2019 | $339,000 | +17.3% | 10,072 | +11.1% | 0.22% | +13.1% |
| Q3 2019 | $289,000 | +0.7% | 9,067 | +1.5% | 0.20% | +9.3% |
| Q2 2019 | $287,000 | +11.2% | 8,931 | +8.6% | 0.18% | -8.5% |
| Q1 2019 | $258,000 | -98.6% | 8,227 | -98.7% | 0.20% | -97.9% |
| Q4 2018 | $17,958,000 | – | 633,449 | – | 9.68% | – |
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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% |