SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 489 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $11,498,269 | +14.5% | 356,978 | 0.0% | 2.87% | +32.9% |
| Q3 2022 | $10,042,000 | -11.2% | 356,978 | -0.7% | 2.16% | -12.0% |
| Q2 2022 | $11,308,000 | -8.0% | 359,541 | +7.5% | 2.45% | +24.5% |
| Q1 2022 | $12,285,000 | +6.6% | 334,552 | +12.8% | 1.97% | +17.5% |
| Q4 2021 | $11,525,000 | +5.5% | 296,506 | +5.1% | 1.68% | +3.5% |
| Q3 2021 | $10,921,000 | +2.4% | 282,198 | +4.4% | 1.62% | +4.2% |
| Q2 2021 | $10,664,000 | +4.7% | 270,310 | -0.1% | 1.56% | -6.0% |
| Q1 2021 | $10,181,000 | +7.6% | 270,636 | +3.0% | 1.66% | +0.9% |
| Q4 2020 | $9,466,000 | -0.0% | 262,866 | -9.4% | 1.64% | -8.4% |
| Q3 2020 | $9,467,000 | +21.6% | 290,036 | +16.6% | 1.79% | +5.5% |
| Q2 2020 | $7,784,000 | +13.4% | 248,777 | -0.0% | 1.70% | -5.0% |
| Q1 2020 | $6,862,000 | -21.8% | 248,896 | -3.7% | 1.79% | -27.3% |
| Q4 2019 | $8,770,000 | +50.5% | 258,463 | +44.7% | 2.46% | +21.0% |
| Q3 2019 | $5,828,000 | -8.8% | 178,655 | -12.5% | 2.03% | -24.5% |
| Q2 2019 | $6,389,000 | -2.4% | 204,181 | +0.6% | 2.69% | -3.2% |
| Q1 2019 | $6,548,000 | +7.1% | 202,923 | +2.8% | 2.78% | -12.0% |
| Q4 2018 | $6,113,000 | -12.9% | 197,384 | -13.6% | 3.16% | -19.6% |
| Q3 2018 | $7,020,000 | -13.2% | 228,585 | -6.6% | 3.93% | -16.7% |
| Q2 2018 | $8,090,000 | +0.4% | 244,789 | +2.4% | 4.71% | -10.4% |
| Q1 2018 | $8,057,000 | +4.9% | 239,012 | +6.0% | 5.26% | +6.4% |
| Q4 2017 | $7,680,000 | – | 225,415 | – | 4.94% | – |
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% |