SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 927 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $536 | -4.8% | 15,788 | 0.0% | 0.18% | -0.5% |
| Q2 2023 | $563 | +2.6% | 15,788 | 0.0% | 0.18% | -0.5% |
| Q1 2023 | $549 | +7.9% | 15,788 | 0.0% | 0.18% | +58.1% |
| Q4 2022 | $509 | -99.9% | 15,788 | 0.0% | 0.12% | +8.3% |
| Q3 2022 | $444,000 | -10.7% | 15,788 | 0.0% | 0.11% | -2.7% |
| Q2 2022 | $497,000 | -14.3% | 15,788 | 0.0% | 0.11% | +7.8% |
| Q1 2022 | $580,000 | -5.5% | 15,788 | 0.0% | 0.10% | +2.0% |
| Q4 2021 | $614,000 | -16.8% | 15,788 | -17.2% | 0.10% | -21.1% |
| Q3 2021 | $738,000 | -2.0% | 19,078 | 0.0% | 0.13% | +0.8% |
| Q2 2021 | $753,000 | +4.9% | 19,078 | 0.0% | 0.13% | -0.8% |
| Q1 2021 | $718,000 | +4.5% | 19,078 | 0.0% | 0.13% | +0.8% |
| Q4 2020 | $687,000 | +14.7% | 19,078 | 0.0% | 0.13% | +2.4% |
| Q3 2020 | $599,000 | -89.4% | 19,078 | 0.0% | 0.12% | -0.8% |
| Q2 2020 | $5,676,000 | +1468.0% | 19,078 | +36.3% | 0.12% | +50.6% |
| Q1 2020 | $362,000 | -23.1% | 14,001 | 0.0% | 0.08% | +13.7% |
| Q4 2019 | $471,000 | -47.2% | 14,001 | -50.0% | 0.07% | -3.9% |
| Q3 2019 | $892,000 | +104.6% | 28,002 | +105.9% | 0.08% | +130.3% |
| Q2 2019 | $436,000 | +2.3% | 13,600 | 0.0% | 0.03% | -2.9% |
| Q1 2019 | $426,000 | – | 13,600 | – | 0.03% | – |
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% |