SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 808 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,462,190 | -6.6% | 278,627 | -1.9% | 2.80% | -0.9% |
| Q2 2023 | $10,127,422 | +1.8% | 284,079 | -0.6% | 2.82% | -0.2% |
| Q1 2023 | $9,945,741 | +0.1% | 285,797 | -7.3% | 2.83% | +4.5% |
| Q4 2022 | $9,935,767 | +46.3% | 308,468 | +27.8% | 2.71% | +54.2% |
| Q3 2022 | $6,792,000 | +23.4% | 241,440 | +37.9% | 1.76% | +27.6% |
| Q2 2022 | $5,505,000 | +98.8% | 175,033 | +132.1% | 1.38% | +128.6% |
| Q1 2022 | $2,769,000 | -3.9% | 75,429 | +1.8% | 0.60% | -2.0% |
| Q4 2021 | $2,881,000 | +3.1% | 74,121 | +2.6% | 0.61% | -3.2% |
| Q3 2021 | $2,795,000 | -1.9% | 72,222 | -0.0% | 0.63% | -2.8% |
| Q2 2021 | $2,850,000 | +0.3% | 72,255 | -4.3% | 0.65% | -5.0% |
| Q1 2021 | $2,841,000 | +4.4% | 75,524 | 0.0% | 0.69% | -1.4% |
| Q4 2020 | $2,720,000 | +8.9% | 75,524 | -5.1% | 0.70% | -3.6% |
| Q3 2020 | $2,498,000 | +3.1% | 79,569 | -2.3% | 0.72% | -1.1% |
| Q2 2020 | $2,422,000 | – | 81,411 | – | 0.73% | – |
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% |