SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 985 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.30 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $16,706 | +8.8% | 452 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $15,350 | +21.3% | 452 | +27.3% | 0.00% | +33.3% |
| Q2 2023 | $12,655 | +299.7% | 355 | +290.1% | 0.00% | +200.0% |
| Q1 2023 | $3,166 | +8.0% | 91 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $2,931 | -2.3% | 91 | -20.2% | 0.00% | 0.0% |
| Q3 2022 | $3,000 | +200.0% | 114 | +256.2% | 0.00% | – |
| Q2 2022 | $1,000 | – | 32 | +1500.0% | 0.00% | – |
| Q4 2020 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q3 2020 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q2 2020 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q1 2020 | $0 | – | 2 | -33.3% | 0.00% | – |
| Q3 2018 | $0 | – | 3 | +200.0% | 0.00% | – |
| Q2 2018 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q1 2018 | $0 | – | 1 | -66.7% | 0.00% | – |
| Q3 2017 | $0 | – | 3 | 0.0% | 0.00% | – |
| Q2 2017 | $0 | – | 3 | – | 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% |