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 | $4,992,770 | -0.6% | 147,019 | +4.4% | 0.09% | -2.2% |
Q2 2023 | $5,022,270 | -45.7% | 140,877 | -47.0% | 0.09% | -48.0% |
Q1 2023 | $9,243,625 | -31.5% | 265,621 | -36.6% | 0.18% | -36.6% |
Q4 2022 | $13,485,600 | +12.5% | 418,677 | -1.8% | 0.28% | +4.2% |
Q3 2022 | $11,989,000 | -12.4% | 426,209 | -2.1% | 0.26% | -7.7% |
Q2 2022 | $13,689,000 | -24.0% | 435,265 | -11.3% | 0.29% | -9.2% |
Q1 2022 | $18,023,000 | +225.6% | 490,821 | +219.3% | 0.32% | +135.8% |
Q4 2020 | $5,536,000 | +13.8% | 153,739 | -0.8% | 0.13% | -9.5% |
Q3 2020 | $4,866,000 | +15.8% | 154,958 | +9.7% | 0.15% | +2.8% |
Q2 2020 | $4,202,000 | +72.9% | 141,246 | +95.5% | 0.14% | +118.2% |
Q4 2019 | $2,430,000 | -2.6% | 72,259 | -7.7% | 0.07% | -25.8% |
Q3 2019 | $2,494,000 | +4.7% | 78,273 | -0.8% | 0.09% | 0.0% |
Q2 2019 | $2,381,000 | -74.3% | 78,902 | -73.3% | 0.09% | -77.3% |
Q1 2019 | $9,260,000 | -11.7% | 295,748 | -20.1% | 0.39% | -15.7% |
Q4 2018 | $10,490,000 | +19.7% | 370,024 | +41.5% | 0.46% | +34.4% |
Q3 2018 | $8,766,000 | +1161.3% | 261,448 | +1144.0% | 0.35% | +1016.1% |
Q2 2018 | $695,000 | -4.9% | 21,016 | -3.0% | 0.03% | -11.4% |
Q1 2018 | $731,000 | +1.1% | 21,674 | +2.1% | 0.04% | -2.8% |
Q4 2017 | $723,000 | -86.3% | 21,231 | -86.5% | 0.04% | -87.5% |
Q3 2017 | $5,269,000 | +14.4% | 157,433 | +8.6% | 0.29% | +1.8% |
Q2 2017 | $4,605,000 | +109.4% | 144,910 | +96.8% | 0.28% | +97.2% |
Q1 2017 | $2,199,000 | -52.8% | 73,628 | -56.3% | 0.14% | -59.8% |
Q4 2016 | $4,662,000 | +1883.8% | 168,407 | +1964.6% | 0.36% | +1518.2% |
Q3 2016 | $235,000 | -78.7% | 8,157 | -79.9% | 0.02% | -82.4% |
Q1 2016 | $1,101,000 | +122.9% | 40,595 | +111.7% | 0.12% | +131.5% |
Q4 2015 | $494,000 | -18.6% | 19,174 | -13.6% | 0.05% | -35.7% |
Q3 2015 | $607,000 | – | 22,191 | – | 0.08% | – |
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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% |