SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 655 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 44.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $1,049,000 | +219.8% | 33,356 | +266.6% | 0.87% | +209.3% |
| Q4 2020 | $328,000 | +13.1% | 9,099 | -1.5% | 0.28% | +2.9% |
| Q3 2020 | $290,000 | -7.9% | 9,237 | -12.7% | 0.27% | -14.2% |
| Q2 2020 | $315,000 | -14.2% | 10,586 | -25.5% | 0.32% | -28.6% |
| Q1 2020 | $367,000 | -3.9% | 14,215 | +25.0% | 0.44% | +24.0% |
| Q4 2019 | $382,000 | +5.2% | 11,370 | -0.3% | 0.36% | -11.4% |
| Q3 2019 | $363,000 | +3.4% | 11,401 | +4.2% | 0.40% | +9.2% |
| Q2 2019 | $351,000 | +9.7% | 10,946 | +7.1% | 0.37% | +6.9% |
| Q1 2019 | $320,000 | +20.8% | 10,223 | +9.2% | 0.35% | +21.8% |
| Q4 2018 | $265,000 | -23.6% | 9,359 | -9.4% | 0.28% | +15.0% |
| Q3 2018 | $347,000 | +1.2% | 10,334 | +0.8% | 0.25% | -1.6% |
| Q2 2018 | $343,000 | +12.8% | 10,250 | +14.9% | 0.25% | -16.3% |
| Q1 2018 | $304,000 | 0.0% | 8,918 | 0.0% | 0.30% | +0.3% |
| Q4 2017 | $304,000 | – | 8,918 | – | 0.30% | – |
Download | ||||||
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% |