SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 710 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $2,000 | 0.0% | 72 | 0.0% | 0.00% | – |
| Q2 2022 | $2,000 | -33.3% | 72 | 0.0% | 0.00% | – |
| Q1 2022 | $3,000 | 0.0% | 72 | 0.0% | 0.00% | – |
| Q4 2021 | $3,000 | -99.9% | 72 | 0.0% | 0.00% | – |
| Q3 2021 | $2,786,000 | -1.9% | 72 | 0.0% | 0.00% | – |
| Q2 2021 | $2,840,000 | -70.0% | 72 | -71.4% | 0.00% | -100.0% |
| Q1 2021 | $9,480,000 | +30480.6% | 252 | -71.1% | 0.00% | -50.0% |
| Q4 2020 | $31,000 | -99.9% | 871 | 0.0% | 0.00% | -50.0% |
| Q3 2020 | $27,349,000 | +5.4% | 871 | -40.1% | 0.00% | 0.0% |
| Q2 2020 | $25,937,000 | -19.2% | 1,454 | +17.0% | 0.00% | -33.3% |
| Q1 2020 | $32,117,000 | -28.9% | 1,243 | -7.4% | 0.01% | 0.0% |
| Q4 2019 | $45,162,000 | +79131.6% | 1,343 | -26.0% | 0.01% | -25.0% |
| Q3 2019 | $57,000 | -100.0% | 1,815 | -60.2% | 0.01% | -63.6% |
| Q2 2019 | $146,298,000 | +4876500.0% | 4,559 | +3830.2% | 0.02% | +2100.0% |
| Q4 2018 | $3,000 | 0.0% | 116 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $3,000 | – | 116 | – | 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% |