SlateStone Wealth, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 731 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.3%.

Quarter-by-quarter ownership
SlateStone Wealth, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2019$1,386,000
+5.6%
41,2230.0%0.32%
-17.2%
Q3 2019$1,313,000
-2.1%
41,223
-1.4%
0.38%
+1.3%
Q2 2019$1,341,000
+2.4%
41,8010.0%0.38%
-6.0%
Q1 2019$1,309,000
+10.5%
41,8010.0%0.40%
-26.2%
Q4 2018$1,185,00041,8010.54%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2020
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