SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 973 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $723,110 | +25.6% | 21,293 | +31.9% | 0.00% | 0.0% |
| Q2 2023 | $575,640 | -50.3% | 16,147 | -51.5% | 0.00% | -50.0% |
| Q1 2023 | $1,158,041 | +81.1% | 33,277 | +67.7% | 0.01% | +100.0% |
| Q4 2022 | $639,303 | +109.6% | 19,848 | +83.0% | 0.00% | +50.0% |
| Q3 2022 | $305,000 | -11.6% | 10,846 | -1.0% | 0.00% | 0.0% |
| Q2 2022 | $345,000 | -28.9% | 10,960 | -17.0% | 0.00% | 0.0% |
| Q1 2022 | $485,000 | -1.4% | 13,197 | +4.2% | 0.00% | 0.0% |
| Q4 2021 | $492,000 | +7.9% | 12,666 | +7.6% | 0.00% | 0.0% |
| Q3 2021 | $456,000 | +4.8% | 11,776 | +6.7% | 0.00% | 0.0% |
| Q2 2021 | $435,000 | -47.8% | 11,032 | -50.3% | 0.00% | 0.0% |
| Q1 2021 | $834,000 | +189.6% | 22,188 | +177.0% | 0.00% | +100.0% |
| Q4 2020 | $288,000 | -91.5% | 8,010 | -93.9% | 0.00% | -95.7% |
| Q1 2020 | $3,373,000 | – | 130,532 | – | 0.02% | – |
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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% |