SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 841 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $244,550 | -4.1% | 7,201 | +0.7% | 0.33% | -16.8% |
Q2 2023 | $254,951 | +3.8% | 7,151 | +1.3% | 0.39% | -0.5% |
Q1 2023 | $245,677 | +8.0% | 7,060 | 0.0% | 0.39% | +1.0% |
Q4 2022 | $227,392 | +15.4% | 7,060 | +0.8% | 0.39% | +8.3% |
Q3 2022 | $197,000 | -35.0% | 7,001 | -27.4% | 0.36% | -27.3% |
Q2 2022 | $303,000 | -13.9% | 9,645 | +0.6% | 0.50% | -1.6% |
Q1 2022 | $352,000 | +1000.0% | 9,588 | +1082.2% | 0.50% | +1126.8% |
Q4 2021 | $32,000 | +6.7% | 811 | +5.6% | 0.04% | +5.1% |
Q3 2021 | $30,000 | +3.4% | 768 | +2.7% | 0.04% | 0.0% |
Q2 2021 | $29,000 | +7.4% | 748 | +5.4% | 0.04% | 0.0% |
Q1 2021 | $27,000 | +12.5% | 710 | +6.0% | 0.04% | +8.3% |
Q4 2020 | $24,000 | +26.3% | 670 | +12.0% | 0.04% | +12.5% |
Q3 2020 | $19,000 | +18.8% | 598 | +11.6% | 0.03% | -5.9% |
Q2 2020 | $16,000 | +23.1% | 536 | +10.3% | 0.03% | +21.4% |
Q1 2020 | $13,000 | -7.1% | 486 | +18.8% | 0.03% | -3.4% |
Q4 2019 | $14,000 | +40.0% | 409 | +25.5% | 0.03% | +31.8% |
Q3 2019 | $10,000 | 0.0% | 326 | +9.8% | 0.02% | -15.4% |
Q2 2019 | $10,000 | -58.3% | 297 | -60.8% | 0.03% | -56.7% |
Q1 2019 | $24,000 | +200.0% | 758 | +182.8% | 0.06% | +130.8% |
Q4 2018 | $8,000 | -11.1% | 268 | +2.7% | 0.03% | -7.1% |
Q3 2018 | $9,000 | 0.0% | 261 | 0.0% | 0.03% | -9.7% |
Q2 2018 | $9,000 | +50.0% | 261 | +39.6% | 0.03% | +47.6% |
Q1 2018 | $6,000 | +50.0% | 187 | +47.2% | 0.02% | +10.5% |
Q4 2017 | $4,000 | 0.0% | 127 | +2.4% | 0.02% | -5.0% |
Q3 2017 | $4,000 | 0.0% | 124 | 0.0% | 0.02% | -9.1% |
Q2 2017 | $4,000 | – | 124 | – | 0.02% | – |
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% |