SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 985 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.13 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $204,380 | -14.2% | 5,727 | -16.2% | 0.01% | -20.0% |
| Q1 2023 | $238,074 | +52.6% | 6,834 | +38.0% | 0.01% | +25.0% |
| Q2 2022 | $156,000 | -17.5% | 4,952 | -3.6% | 0.01% | 0.0% |
| Q1 2022 | $189,000 | -17.8% | 5,139 | -11.6% | 0.01% | -33.3% |
| Q2 2021 | $230,000 | +2.7% | 5,816 | -2.0% | 0.01% | -7.7% |
| Q1 2021 | $224,000 | -14.5% | 5,932 | -18.4% | 0.01% | -27.8% |
| Q4 2020 | $262,000 | +20.7% | 7,271 | -0.1% | 0.02% | -5.3% |
| Q2 2020 | $217,000 | -5.7% | 7,279 | +6.5% | 0.02% | +5.6% |
| Q4 2019 | $230,000 | +9.5% | 6,835 | +3.7% | 0.02% | -18.2% |
| Q3 2019 | $210,000 | – | 6,588 | – | 0.02% | – |
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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% |