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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $333 | -99.9% | 9,572 | -34.7% | 0.03% | -21.2% |
| Q4 2021 | $570,000 | -4.2% | 14,652 | -4.7% | 0.03% | -17.5% |
| Q3 2021 | $595,000 | -5.4% | 15,376 | -3.5% | 0.04% | -4.8% |
| Q2 2021 | $629,000 | -51.6% | 15,932 | -51.6% | 0.04% | -6.7% |
| Q1 2021 | $1,299,000 | -10.5% | 32,946 | -18.2% | 0.04% | -27.4% |
| Q4 2020 | $1,451,000 | +12.9% | 40,284 | -1.6% | 0.06% | -3.1% |
| Q3 2020 | $1,285,000 | +81.2% | 40,935 | +71.8% | 0.06% | +64.1% |
| Q2 2020 | $709,000 | +75.1% | 23,821 | +52.0% | 0.04% | +30.0% |
| Q1 2020 | $405,000 | -5.6% | 15,674 | +22.7% | 0.03% | -9.1% |
| Q4 2019 | $429,000 | -32.5% | 12,770 | -36.0% | 0.03% | -37.7% |
| Q3 2019 | $636,000 | -61.1% | 19,959 | -65.4% | 0.05% | -77.2% |
| Q4 2018 | $1,636,000 | – | 57,702 | – | 0.23% | – |
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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% |