SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 514 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $10,711,000 | +6.3% | 341,118 | +0.7% | 3.61% | -6.7% |
| Q2 2020 | $10,079,000 | +63.4% | 338,789 | +41.9% | 3.87% | +30.8% |
| Q1 2020 | $6,168,000 | -23.5% | 238,718 | -0.4% | 2.96% | -0.9% |
| Q4 2019 | $8,059,000 | +13.9% | 239,631 | +7.9% | 2.98% | +8.1% |
| Q3 2019 | $7,073,000 | +9.8% | 222,004 | +10.6% | 2.76% | +9.0% |
| Q2 2019 | $6,442,000 | +16.4% | 200,744 | +13.6% | 2.53% | +2.6% |
| Q1 2019 | $5,533,000 | +51.6% | 176,713 | +37.3% | 2.47% | +25.3% |
| Q4 2018 | $3,649,000 | +7198.0% | 128,703 | +8361.7% | 1.97% | +7776.0% |
| Q2 2018 | $50,000 | -2.0% | 1,521 | 0.0% | 0.02% | -7.4% |
| Q1 2018 | $51,000 | -67.3% | 1,521 | -73.3% | 0.03% | -73.0% |
| Q4 2015 | $156,000 | +47.2% | 5,687 | +40.8% | 0.10% | +33.3% |
| Q3 2015 | $106,000 | -36.5% | 4,038 | -26.7% | 0.08% | -33.6% |
| Q2 2015 | $167,000 | -23.0% | 5,508 | -20.3% | 0.11% | -36.9% |
| Q1 2014 | $217,000 | +4.8% | 6,914 | +5.3% | 0.18% | -3.2% |
| Q4 2013 | $207,000 | – | 6,567 | – | 0.18% | – |
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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% |