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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,317,836 | +13.5% | 186,038 | +19.1% | 0.07% | +10.9% |
| Q2 2023 | $5,568,065 | +28.5% | 156,187 | +25.4% | 0.06% | +20.8% |
| Q1 2023 | $4,334,477 | +81.5% | 124,554 | +68.0% | 0.05% | +65.6% |
| Q4 2022 | $2,387,821 | +15.4% | 74,133 | +0.8% | 0.03% | 0.0% |
| Q3 2022 | $2,069,000 | +73.1% | 73,551 | +93.5% | 0.03% | +77.8% |
| Q2 2022 | $1,195,000 | +44.8% | 38,010 | +69.2% | 0.02% | +63.6% |
| Q1 2022 | $825,000 | -15.4% | 22,466 | -10.4% | 0.01% | -26.7% |
| Q4 2021 | $975,000 | +16.8% | 25,085 | +15.9% | 0.02% | +7.1% |
| Q3 2021 | $835,000 | -35.3% | 21,649 | -33.8% | 0.01% | -39.1% |
| Q2 2021 | $1,291,000 | -4.2% | 32,682 | -8.7% | 0.02% | -20.7% |
| Q1 2021 | $1,348,000 | -42.9% | 35,792 | -45.2% | 0.03% | -48.2% |
| Q4 2020 | $2,359,000 | +0.5% | 65,314 | -12.7% | 0.06% | +47.4% |
| Q3 2020 | $2,348,000 | +17.3% | 74,785 | +11.1% | 0.04% | -34.5% |
| Q2 2020 | $2,001,000 | +592.4% | 67,285 | +500.8% | 0.06% | +544.4% |
| Q1 2020 | $289,000 | -85.5% | 11,200 | -81.2% | 0.01% | -80.4% |
| Q4 2019 | $1,998,000 | +496.4% | 59,429 | +466.0% | 0.05% | +228.6% |
| Q3 2019 | $335,000 | +6.3% | 10,500 | +7.0% | 0.01% | 0.0% |
| Q2 2019 | $315,000 | +20.7% | 9,812 | +17.6% | 0.01% | 0.0% |
| Q1 2019 | $261,000 | -20.4% | 8,340 | -27.5% | 0.01% | -74.5% |
| Q4 2018 | $328,000 | – | 11,505 | – | 0.06% | – |
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% |