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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,682,141 | +30.9% | 49,533 | +37.5% | 0.00% | 0.0% |
| Q2 2023 | $1,284,683 | +13.0% | 36,036 | +10.4% | 0.00% | – |
| Q1 2023 | $1,136,429 | +11.3% | 32,656 | +3.0% | 0.00% | – |
| Q4 2022 | $1,021,218 | +15.4% | 31,705 | +0.8% | 0.00% | – |
| Q3 2022 | $885,000 | -10.1% | 31,467 | +0.6% | 0.00% | – |
| Q2 2022 | $984,000 | -8.9% | 31,282 | +6.4% | 0.00% | – |
| Q1 2022 | $1,080,000 | -5.5% | 29,399 | 0.0% | 0.00% | – |
| Q4 2021 | $1,143,000 | +5.5% | 29,399 | +5.1% | 0.00% | – |
| Q3 2021 | $1,083,000 | +9.7% | 27,976 | +11.9% | 0.00% | – |
| Q2 2021 | $987,000 | +30.6% | 25,009 | +24.4% | 0.00% | – |
| Q1 2021 | $756,000 | +121.1% | 20,105 | +111.5% | 0.00% | – |
| Q4 2020 | $342,000 | +15.9% | 9,506 | +1.1% | 0.00% | – |
| Q3 2020 | $295,000 | +6.1% | 9,398 | +0.6% | 0.00% | – |
| Q2 2020 | $278,000 | -3.5% | 9,342 | -16.1% | 0.00% | – |
| Q1 2020 | $288,000 | +12.1% | 11,132 | +45.7% | 0.00% | – |
| Q4 2019 | $257,000 | +267.1% | 7,640 | +229.7% | 0.00% | – |
| Q1 2015 | $70,000 | – | 2,317 | – | 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% |