RED CEDAR INVESTMENT MANAGEMENT, LLC - SCHWAB STRATEGIC TR ownership

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
RED CEDAR INVESTMENT MANAGEMENT, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$17,484,008
-4.9%
514,841
-0.1%
2.67%
-4.4%
Q2 2023$18,377,405
+3.5%
515,495
+1.1%
2.80%
+1.9%
Q1 2023$17,750,141
+8.1%
510,062
+0.0%
2.74%
+5.9%
Q4 2022$16,421,319
+16.6%
509,821
+1.9%
2.59%
+7.7%
Q3 2022$14,080,000
-10.6%
500,527
+0.0%
2.41%
-6.6%
Q2 2022$15,742,000
-13.6%
500,526
+0.9%
2.58%
+1.4%
Q1 2022$18,224,000
-29.4%
496,283
-25.3%
2.54%
-17.9%
Q4 2021$25,829,000
+2.5%
664,497
+2.0%
3.09%
-6.0%
Q3 2021$25,206,000
-24.2%
651,306
-22.8%
3.29%
-25.5%
Q2 2021$33,275,000
-3.7%
843,481
-8.2%
4.42%
-1.1%
Q1 2021$34,551,000
+51.7%
918,423
+45.2%
4.47%
+31.2%
Q4 2020$22,780,000
+66.9%
632,589
+45.5%
3.40%
+36.5%
Q3 2020$13,649,000
+156.9%
434,687
+143.4%
2.50%
+100.4%
Q2 2020$5,312,000
-18.6%
178,570
-29.3%
1.24%
-55.6%
Q1 2020$6,523,000
-26.6%
252,438
-4.5%
2.80%
+18.6%
Q4 2019$8,890,000
+12.4%
264,353
+6.4%
2.36%
-5.4%
Q3 2019$7,912,000
-6.4%
248,339
-5.7%
2.50%
-19.2%
Q2 2019$8,451,000
-0.1%
263,3420.0%3.09%
+6.2%
Q1 2019$8,459,000
+21.1%
263,342
+6.9%
2.91%
+20.3%
Q4 2018$6,985,000
-9.5%
246,396
+7.0%
2.42%
+6.0%
Q3 2018$7,721,000230,2792.28%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2019
NameSharesValueWeighting ↓
Financial Engines Advisors L.L.C. 37,307,305$1,233,005,00029.32%
MCIA Inc 674,064$22,278,00021.75%
Riverpoint Wealth Management Holdings, LLC 1,172,299$38,744,00021.53%
COOPER/HAIMS ADVISORS, LLC 615,312$20,336,00015.04%
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 862,045$28,491,00015.00%
Pacific Edge Advisors, LLC 799,480$26,423,00014.57%
TD Ameritrade Trust Co 1,118,129$36,954,00014.06%
OGOREK ANTHONY JOSEPH /NY/ /ADV 543,684$17,968,00014.00%
Peachtree Investment Advisors, Inc. 569,439$18,820,00013.63%
Apriem Advisors 1,793,436$59,273,00013.32%
View complete list of SCHWAB STRATEGIC TR shareholders