SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 941 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $28,989 | +16.0% | 900 | 0.0% | 0.01% | +16.7% |
| Q3 2022 | $25,000 | -10.7% | 900 | 0.0% | 0.01% | -7.7% |
| Q2 2022 | $28,000 | -89.4% | 900 | -87.4% | 0.01% | -87.7% |
| Q1 2022 | $263,000 | -51.0% | 7,159 | -48.1% | 0.11% | -51.2% |
| Q4 2021 | $537,000 | -8.2% | 13,806 | -8.7% | 0.22% | -16.5% |
| Q3 2021 | $585,000 | -2.5% | 15,129 | -0.5% | 0.26% | -3.7% |
| Q2 2021 | $600,000 | -11.0% | 15,211 | -15.1% | 0.27% | -19.4% |
| Q1 2021 | $674,000 | +1.0% | 17,911 | -3.2% | 0.34% | -6.4% |
| Q4 2020 | $667,000 | +17.2% | 18,511 | +2.1% | 0.36% | +1.1% |
| Q3 2020 | $569,000 | +2.0% | 18,133 | -3.4% | 0.35% | -5.9% |
| Q2 2020 | $558,000 | +8.8% | 18,764 | -5.4% | 0.38% | +8.7% |
| Q1 2020 | $513,000 | -17.4% | 19,839 | +7.4% | 0.35% | -5.7% |
| Q4 2019 | $621,000 | +92.9% | 18,470 | +82.7% | 0.37% | +69.9% |
| Q3 2019 | $322,000 | +54.1% | 10,108 | +55.5% | 0.22% | +60.0% |
| Q2 2019 | $209,000 | +48.2% | 6,500 | +44.0% | 0.14% | +53.4% |
| Q1 2019 | $141,000 | +571.4% | 4,513 | +518.2% | 0.09% | +486.7% |
| Q4 2018 | $21,000 | +10.5% | 730 | +26.5% | 0.02% | +50.0% |
| Q3 2018 | $19,000 | – | 577 | – | 0.01% | – |
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% |