SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 941 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.07 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $413,470 | -4.7% | 12,175 | 0.0% | 0.06% | 0.0% |
| Q2 2023 | $434,046 | +2.5% | 12,175 | +0.0% | 0.06% | -3.2% |
| Q1 2023 | $423,579 | +4242.6% | 12,171 | +3916.8% | 0.06% | +3050.0% |
| Q4 2022 | $9,754 | +21.9% | 303 | +2.0% | 0.00% | 0.0% |
| Q3 2022 | $8,000 | -11.1% | 297 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $9,000 | -18.2% | 297 | +0.7% | 0.00% | 0.0% |
| Q1 2022 | $11,000 | 0.0% | 295 | +0.3% | 0.00% | 0.0% |
| Q4 2021 | $11,000 | 0.0% | 294 | +2.4% | 0.00% | 0.0% |
| Q3 2021 | $11,000 | 0.0% | 287 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $11,000 | 0.0% | 287 | +0.7% | 0.00% | 0.0% |
| Q1 2021 | $11,000 | -15.4% | 285 | -18.3% | 0.00% | -33.3% |
| Q4 2020 | $13,000 | +116.7% | 349 | +71.9% | 0.00% | +50.0% |
| Q3 2020 | $6,000 | 0.0% | 203 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $6,000 | +20.0% | 203 | +0.5% | 0.00% | 0.0% |
| Q1 2020 | $5,000 | -99.7% | 202 | -99.7% | 0.00% | -99.8% |
| Q4 2019 | $1,956,000 | – | 58,180 | – | 0.99% | – |
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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% |