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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $9,706,000 | +6.3% | 288,838 | +0.8% | 5.87% | -2.7% |
| Q3 2019 | $9,133,000 | +2.6% | 286,592 | +3.3% | 6.03% | +0.3% |
| Q2 2019 | $8,901,000 | +2.7% | 277,489 | +0.3% | 6.01% | -0.4% |
| Q1 2019 | $8,666,000 | +11.9% | 276,616 | +1.3% | 6.04% | +0.5% |
| Q4 2018 | $7,745,000 | -27.6% | 273,097 | -14.4% | 6.01% | -19.0% |
| Q3 2018 | $10,695,000 | +2.8% | 318,993 | +1.2% | 7.41% | -3.0% |
| Q2 2018 | $10,408,000 | +1.5% | 315,087 | +3.7% | 7.65% | -3.7% |
| Q1 2018 | $10,254,000 | +2.2% | 303,792 | +3.2% | 7.94% | +2.2% |
| Q4 2017 | $10,030,000 | – | 294,263 | – | 7.77% | – |
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% |