SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 941 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.07 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $93,828 | +15.8% | 2,913 | – | 0.04% | +12.9% |
| Q3 2022 | $81,000 | -11.0% | 0 | -100.0% | 0.03% | +3.3% |
| Q2 2022 | $91,000 | -14.2% | 2,882 | 0.0% | 0.03% | -6.2% |
| Q1 2022 | $106,000 | -1.9% | 2,882 | +2.9% | 0.03% | -3.0% |
| Q3 2021 | $108,000 | -1.8% | 2,801 | +0.1% | 0.03% | 0.0% |
| Q2 2021 | $110,000 | +8.9% | 2,799 | 0.0% | 0.03% | -2.9% |
| Q4 2020 | $101,000 | +14.8% | 2,799 | 0.0% | 0.03% | +3.0% |
| Q3 2020 | $88,000 | +6.0% | 2,799 | 0.0% | 0.03% | 0.0% |
| Q2 2020 | $83,000 | -7.8% | 2,799 | -19.4% | 0.03% | -13.2% |
| Q1 2020 | $90,000 | -28.0% | 3,473 | -6.6% | 0.04% | -5.0% |
| Q4 2019 | $125,000 | +12.6% | 3,718 | +7.1% | 0.04% | +8.1% |
| Q3 2019 | $111,000 | -5.1% | 3,473 | -4.8% | 0.04% | -9.8% |
| Q2 2019 | $117,000 | 0.0% | 3,650 | -2.6% | 0.04% | +5.1% |
| Q1 2019 | $117,000 | +4.5% | 3,746 | -5.5% | 0.04% | 0.0% |
| Q4 2018 | $112,000 | -15.8% | 3,965 | +0.1% | 0.04% | -2.5% |
| Q3 2018 | $133,000 | +33.0% | 3,960 | +30.6% | 0.04% | -14.9% |
| Q2 2018 | $100,000 | -52.6% | 3,033 | -51.6% | 0.05% | -28.8% |
| Q1 2018 | $211,000 | -0.9% | 6,261 | +0.1% | 0.07% | 0.0% |
| Q4 2017 | $213,000 | +4.9% | 6,257 | +3.0% | 0.07% | +1.5% |
| Q3 2017 | $203,000 | +55.0% | 6,077 | +47.8% | 0.06% | +44.4% |
| Q2 2017 | $131,000 | +4.0% | 4,113 | -2.8% | 0.04% | +2.3% |
| Q1 2017 | $126,000 | +10.5% | 4,233 | +2.9% | 0.04% | +7.3% |
| Q4 2016 | $114,000 | -3.4% | 4,113 | 0.0% | 0.04% | -2.4% |
| Q3 2016 | $118,000 | +5.4% | 4,113 | 0.0% | 0.04% | +2.4% |
| Q2 2016 | $112,000 | 0.0% | 4,113 | 0.0% | 0.04% | -2.4% |
| Q1 2016 | $112,000 | -24.8% | 4,113 | -23.7% | 0.04% | -17.6% |
| Q4 2015 | $149,000 | +0.7% | 5,391 | 0.0% | 0.05% | -3.8% |
| Q3 2015 | $148,000 | -34.2% | 5,391 | -27.1% | 0.05% | -30.3% |
| Q2 2015 | $225,000 | -3.8% | 7,391 | 0.0% | 0.08% | -1.3% |
| Q1 2015 | $234,000 | – | 7,391 | – | 0.08% | – |
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% |