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 | $35,036,300 | -4.3% | 1,031,693 | +0.5% | 7.61% | +5.3% |
| Q2 2023 | $36,591,844 | +2.4% | 1,026,419 | -0.0% | 7.23% | +8.3% |
| Q1 2023 | $35,719,754 | +10.5% | 1,026,430 | +2.3% | 6.68% | -4.5% |
| Q4 2022 | $32,318,699 | +452.3% | 1,003,375 | +382.3% | 6.99% | +210.2% |
| Q3 2022 | $5,852,000 | -11.9% | 208,020 | -1.5% | 2.26% | +12.2% |
| Q2 2022 | $6,639,000 | -13.7% | 211,090 | +0.8% | 2.01% | +17.1% |
| Q1 2022 | $7,689,000 | -77.4% | 209,384 | -76.1% | 1.72% | -71.2% |
| Q4 2021 | $34,002,000 | +4.3% | 874,761 | +3.8% | 5.95% | -5.7% |
| Q3 2021 | $32,606,000 | -0.9% | 842,525 | +1.0% | 6.31% | -0.6% |
| Q2 2021 | $32,916,000 | +7.7% | 834,366 | +2.7% | 6.34% | -1.0% |
| Q1 2021 | $30,555,000 | +2.6% | 812,188 | -1.8% | 6.41% | -10.4% |
| Q4 2020 | $29,795,000 | +5.9% | 827,397 | -7.7% | 7.15% | -6.8% |
| Q3 2020 | $28,148,000 | +3.4% | 896,433 | -2.0% | 7.68% | -11.3% |
| Q2 2020 | $27,223,000 | +134.9% | 915,060 | +104.1% | 8.66% | +7.3% |
| Q1 2020 | $11,588,000 | -54.1% | 448,448 | -40.3% | 8.07% | -0.3% |
| Q4 2019 | $25,272,000 | +9.5% | 751,464 | +3.7% | 8.09% | +2.4% |
| Q3 2019 | $23,082,000 | +1.5% | 724,482 | +2.3% | 7.91% | -0.8% |
| Q2 2019 | $22,734,000 | +6.1% | 708,442 | +3.5% | 7.97% | +1.7% |
| Q1 2019 | $21,427,000 | +31880.6% | 684,347 | +34289.3% | 7.84% | +28933.3% |
| Q3 2018 | $67,000 | -99.5% | 1,990 | -99.5% | 0.03% | -99.6% |
| Q2 2018 | $14,602,000 | – | 441,803 | – | 6.27% | – |
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% |