SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 666 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 19.84 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $228,217 | -4.7% | 6,720 | 0.0% | 0.06% | -3.5% |
Q2 2023 | $239,574 | -1.4% | 6,720 | -3.7% | 0.06% | -6.6% |
Q1 2023 | $242,923 | +11.7% | 6,981 | +3.4% | 0.06% | +3.4% |
Q4 2022 | $217,468 | -1.2% | 6,752 | -13.7% | 0.06% | -7.8% |
Q3 2022 | $220,000 | -31.5% | 7,826 | -10.4% | 0.06% | -22.0% |
Q1 2022 | $321,000 | -5.9% | 8,735 | -0.5% | 0.08% | -3.5% |
Q4 2021 | $341,000 | +41.5% | 8,776 | +41.2% | 0.08% | +30.8% |
Q3 2021 | $241,000 | -9.1% | 6,217 | -7.4% | 0.06% | -11.0% |
Q2 2021 | $265,000 | +5.2% | 6,717 | +0.3% | 0.07% | -5.2% |
Q1 2021 | $252,000 | -32.4% | 6,700 | -35.4% | 0.08% | -35.3% |
Q4 2020 | $373,000 | -27.1% | 10,371 | -36.4% | 0.12% | -32.8% |
Q3 2020 | $512,000 | -5.5% | 16,304 | -10.5% | 0.18% | -11.1% |
Q2 2020 | $542,000 | -14.0% | 18,214 | -25.3% | 0.20% | -24.6% |
Q1 2020 | $630,000 | +33.2% | 24,374 | +73.4% | 0.26% | +52.6% |
Q4 2019 | $473,000 | +5.6% | 14,054 | 0.0% | 0.17% | -3.9% |
Q3 2019 | $448,000 | +110.3% | 14,054 | +111.5% | 0.18% | +102.2% |
Q2 2019 | $213,000 | – | 6,644 | – | 0.09% | – |
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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% |