SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 635 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $2,000 | 0.0% | 62 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $2,000 | 0.0% | 62 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $2,000 | 0.0% | 62 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $2,000 | -84.6% | 62 | -82.5% | 0.00% | -75.0% |
| Q1 2021 | $13,000 | 0.0% | 355 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $13,000 | +18.2% | 355 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $11,000 | -42.1% | 355 | -45.8% | 0.00% | -42.9% |
| Q2 2020 | $19,000 | +11.8% | 655 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $17,000 | -56.4% | 655 | -43.5% | 0.01% | -50.0% |
| Q4 2019 | $39,000 | +5.4% | 1,159 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $37,000 | -14.0% | 1,159 | -13.0% | 0.01% | -22.2% |
| Q2 2019 | $43,000 | +2.4% | 1,332 | -1.0% | 0.02% | 0.0% |
| Q1 2019 | $42,000 | +10.5% | 1,346 | 0.0% | 0.02% | -5.3% |
| Q4 2018 | $38,000 | – | 1,346 | – | 0.02% | – |
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% |