SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 890 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,526,375 | +109.8% | 133,286 | +120.2% | 0.09% | +113.6% |
Q2 2023 | $2,157,948 | +4.8% | 60,532 | +2.3% | 0.04% | 0.0% |
Q1 2023 | $2,059,272 | +21.7% | 59,174 | +12.6% | 0.04% | +12.8% |
Q4 2022 | $1,691,992 | +9.9% | 52,530 | -4.0% | 0.04% | +25.8% |
Q3 2022 | $1,539,000 | -8.1% | 54,698 | +2.8% | 0.03% | -3.1% |
Q2 2022 | $1,674,000 | +7.7% | 53,226 | +25.7% | 0.03% | +18.5% |
Q1 2022 | $1,555,000 | -2.0% | 42,344 | +3.8% | 0.03% | 0.0% |
Q4 2021 | $1,586,000 | -12.5% | 40,797 | -12.9% | 0.03% | -18.2% |
Q3 2021 | $1,812,000 | +3.1% | 46,826 | +5.1% | 0.03% | +3.1% |
Q2 2021 | $1,758,000 | +25.7% | 44,561 | +19.8% | 0.03% | +18.5% |
Q1 2021 | $1,399,000 | +61.9% | 37,196 | +55.1% | 0.03% | +50.0% |
Q4 2020 | $864,000 | +203.2% | 23,985 | +164.2% | 0.02% | +200.0% |
Q3 2020 | $285,000 | – | 9,079 | – | 0.01% | – |
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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% |