SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 890 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $47,409 | -59.0% | 1,396 | -56.9% | 0.00% | -55.6% |
Q2 2023 | $115,508 | +3.6% | 3,240 | +1.1% | 0.01% | -10.0% |
Q1 2023 | $111,500 | +87695.3% | 3,204 | -18.9% | 0.01% | -16.7% |
Q4 2022 | $127 | -99.9% | 3,951 | -20.9% | 0.01% | -14.3% |
Q3 2022 | $140,000 | +37.3% | 4,993 | +54.4% | 0.01% | +40.0% |
Q2 2022 | $102,000 | +92.5% | 3,233 | +125.8% | 0.01% | +100.0% |
Q1 2022 | $53,000 | +152.4% | 1,432 | +79.0% | 0.01% | +66.7% |
Q1 2020 | $21,000 | -22.2% | 800 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $27,000 | +800.0% | 800 | +700.0% | 0.00% | – |
Q4 2018 | $3,000 | – | 100 | – | 0.00% | – |
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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% |