SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 841 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $47,918 | -4.7% | 1,411 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $50,302 | -11.6% | 1,411 | -13.8% | 0.00% | 0.0% |
| Q1 2023 | $56,933 | +8.0% | 1,636 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $52,696 | -5.9% | 1,636 | -17.2% | 0.00% | -33.3% |
| Q3 2022 | $56,000 | -9.7% | 1,976 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $62,000 | -29.5% | 1,976 | -17.1% | 0.00% | 0.0% |
| Q1 2022 | $88,000 | -24.8% | 2,384 | -20.5% | 0.00% | -25.0% |
| Q4 2021 | $117,000 | -4.1% | 2,998 | -4.8% | 0.00% | -20.0% |
| Q3 2021 | $122,000 | -1.6% | 3,149 | 0.0% | 0.01% | -16.7% |
| Q2 2021 | $124,000 | -8.1% | 3,149 | -12.5% | 0.01% | 0.0% |
| Q1 2021 | $135,000 | +542.9% | 3,599 | +520.5% | 0.01% | +500.0% |
| Q4 2020 | $21,000 | -38.2% | 580 | -43.4% | 0.00% | -50.0% |
| Q2 2018 | $34,000 | +325.0% | 1,025 | +241.7% | 0.00% | +100.0% |
| Q3 2015 | $8,000 | -11.1% | 300 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $9,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $9,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $9,000 | +50.0% | 300 | +55.4% | 0.00% | 0.0% |
| Q2 2014 | $6,000 | – | 193 | – | 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% |