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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $260,220 | +10.2% | 7,663 | +15.7% | 0.00% | – |
| Q2 2023 | $236,150 | +5.9% | 6,624 | +3.4% | 0.00% | – |
| Q1 2023 | $222,930 | -28.5% | 6,406 | -24.5% | 0.00% | -100.0% |
| Q1 2022 | $312,000 | +49.3% | 8,480 | +57.0% | 0.00% | – |
| Q4 2021 | $209,000 | -25.4% | 5,401 | -25.5% | 0.00% | -100.0% |
| Q3 2021 | $280,000 | +1300.0% | 7,250 | +1060.0% | 0.00% | – |
| Q1 2019 | $20,000 | -76.5% | 625 | -79.1% | 0.00% | – |
| Q4 2018 | $85,000 | +4150.0% | 2,995 | +4240.6% | 0.00% | – |
| Q3 2018 | $2,000 | -99.4% | 69 | -99.3% | 0.00% | -100.0% |
| Q2 2018 | $347,000 | +65.2% | 10,502 | +68.5% | 0.00% | 0.0% |
| Q1 2018 | $210,000 | -66.0% | 6,233 | -65.6% | 0.00% | -50.0% |
| Q4 2017 | $618,000 | +1044.4% | 18,124 | +1017.4% | 0.00% | – |
| Q3 2017 | $54,000 | +3.8% | 1,622 | -1.4% | 0.00% | – |
| Q2 2017 | $52,000 | -38.1% | 1,645 | -41.4% | 0.00% | – |
| Q1 2017 | $84,000 | -81.5% | 2,805 | -82.9% | 0.00% | -100.0% |
| Q4 2016 | $454,000 | +15033.3% | 16,416 | +17363.8% | 0.00% | – |
| Q3 2016 | $3,000 | -25.0% | 94 | -36.5% | 0.00% | – |
| Q1 2016 | $4,000 | – | 148 | – | 0.00% | – |
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% |