SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 927 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $377,058 | -4.7% | 11,103 | 0.0% | 0.09% | -3.4% |
Q2 2023 | $395,822 | +2.4% | 11,103 | 0.0% | 0.09% | -2.2% |
Q1 2023 | $386,385 | +27.5% | 11,103 | +18.0% | 0.09% | +15.2% |
Q4 2022 | $303,096 | +9.0% | 9,410 | -4.7% | 0.08% | +5.3% |
Q3 2022 | $278,000 | -10.6% | 9,876 | 0.0% | 0.08% | +2.7% |
Q2 2022 | $311,000 | -12.4% | 9,876 | +2.1% | 0.07% | +1.4% |
Q1 2022 | $355,000 | +1.4% | 9,676 | +7.5% | 0.07% | +1.4% |
Q4 2021 | $350,000 | +3.2% | 9,001 | +2.9% | 0.07% | -4.1% |
Q3 2021 | $339,000 | -5.0% | 8,751 | -3.3% | 0.07% | -8.6% |
Q2 2021 | $357,000 | +5.0% | 9,051 | 0.0% | 0.08% | -2.4% |
Q1 2021 | $340,000 | +4.3% | 9,051 | 0.0% | 0.08% | +1.2% |
Q4 2020 | $326,000 | +16.0% | 9,051 | +1.1% | 0.08% | +3.8% |
Q3 2020 | $281,000 | +5.6% | 8,955 | 0.0% | 0.08% | -6.0% |
Q2 2020 | $266,000 | +15.2% | 8,955 | 0.0% | 0.08% | -31.1% |
Q1 2020 | $231,000 | – | 8,955 | – | 0.12% | – |
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% |