SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 985 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.30 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,047,697 | -0.9% | 325,315 | +4.0% | 5.40% | +3.5% |
| Q2 2023 | $11,147,898 | +6.0% | 312,704 | +3.4% | 5.22% | +0.7% |
| Q1 2023 | $10,520,353 | +3657.3% | 302,309 | +4097.6% | 5.18% | +3798.5% |
| Q4 2021 | $280,000 | -50.6% | 7,202 | -60.2% | 0.13% | -69.6% |
| Q1 2019 | $567,000 | +16.9% | 18,116 | +5.9% | 0.44% | +33.9% |
| Q4 2018 | $485,000 | +0.2% | 17,103 | -2.2% | 0.33% | -2.4% |
| Q4 2016 | $484,000 | -20.0% | 17,488 | -16.8% | 0.34% | -17.9% |
| Q3 2016 | $605,000 | +4.5% | 21,010 | -1.7% | 0.41% | -1.2% |
| Q2 2016 | $579,000 | -25.5% | 21,375 | -25.4% | 0.41% | -28.0% |
| Q1 2016 | $777,000 | +115.8% | 28,647 | +119.2% | 0.57% | +113.4% |
| Q4 2015 | $360,000 | -18.9% | 13,070 | -19.3% | 0.27% | -25.3% |
| Q3 2015 | $444,000 | – | 16,204 | – | 0.36% | – |
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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% |