SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 731 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,709 | -4.7% | 227 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $8,092 | +2.4% | 227 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $7,900 | +157900.0% | 227 | +23.4% | 0.00% | – |
| Q4 2022 | $5 | -100.0% | 184 | -62.0% | 0.00% | -100.0% |
| Q3 2022 | $8,444,000 | -24.0% | 484 | 0.0% | 0.02% | -20.0% |
| Q2 2022 | $11,111,000 | -0.0% | 484 | 0.0% | 0.02% | +4.2% |
| Q1 2022 | $11,112,000 | -4.6% | 484 | 0.0% | 0.02% | -11.1% |
| Q4 2021 | $11,650,000 | 0.0% | 484 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $11,650,000 | -1.6% | 484 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $11,842,000 | +4.9% | 484 | 0.0% | 0.03% | -10.0% |
| Q1 2021 | $11,292,000 | +564500.0% | 484 | +749.1% | 0.03% | – |
| Q4 2020 | $2,000 | +100.0% | 57 | 0.0% | 0.00% | – |
| Q3 2020 | $1,000 | 0.0% | 57 | 0.0% | 0.00% | – |
| Q2 2020 | $1,000 | 0.0% | 57 | 0.0% | 0.00% | – |
| Q1 2020 | $1,000 | 0.0% | 57 | 0.0% | 0.00% | – |
| Q2 2019 | $1,000 | – | 57 | – | 0.00% | – |
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% |