SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 856 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,163 | +11.8% | 32,630 | +9.3% | 0.13% | +3.3% |
| Q1 2023 | $1,040 | +40.2% | 29,864 | +29.7% | 0.12% | +56.4% |
| Q4 2022 | $742 | -99.9% | 23,021 | -5.3% | 0.08% | +4.0% |
| Q3 2022 | $684,000 | -23.4% | 24,307 | -14.3% | 0.08% | -37.5% |
| Q2 2022 | $893,000 | -13.3% | 28,368 | +0.8% | 0.12% | +31.9% |
| Q1 2022 | $1,030,000 | -6.5% | 28,132 | -0.5% | 0.09% | +1.1% |
| Q4 2021 | $1,102,000 | +40.9% | 28,283 | +40.0% | 0.09% | +40.6% |
| Q3 2021 | $782,000 | +72.2% | 20,200 | +74.9% | 0.06% | +12.3% |
| Q2 2021 | $454,000 | +24.4% | 11,549 | +19.6% | 0.06% | 0.0% |
| Q1 2021 | $365,000 | +24.6% | 9,653 | +17.7% | 0.06% | +21.3% |
| Q4 2020 | $293,000 | +52.6% | 8,198 | +33.6% | 0.05% | -19.0% |
| Q3 2020 | $192,000 | -12.7% | 6,135 | -11.0% | 0.06% | +18.4% |
| Q3 2019 | $220,000 | – | 6,897 | – | 0.05% | – |
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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% |