SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 718 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 1.74 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,291,666 | -6.9% | 38,035 | -2.2% | 0.33% | -6.7% |
| Q2 2023 | $1,386,881 | +4.1% | 38,903 | +1.6% | 0.36% | -2.5% |
| Q1 2023 | $1,332,039 | +17.6% | 38,277 | +8.9% | 0.37% | +10.9% |
| Q4 2022 | $1,132,374 | +436.7% | 35,156 | +423.9% | 0.33% | +289.4% |
| Q2 2022 | $211,000 | -38.8% | 6,710 | -28.6% | 0.08% | -29.8% |
| Q1 2022 | $345,000 | -61.8% | 9,399 | -59.6% | 0.12% | -33.1% |
| Q4 2021 | $904,000 | -3.6% | 23,249 | -4.0% | 0.18% | -42.2% |
| Q3 2021 | $938,000 | -1.2% | 24,227 | +0.7% | 0.31% | +1.3% |
| Q2 2021 | $949,000 | +6.2% | 24,065 | +1.3% | 0.31% | -4.9% |
| Q1 2021 | $894,000 | +20.5% | 23,763 | +15.3% | 0.32% | +12.1% |
| Q4 2020 | $742,000 | +99.5% | 20,616 | +73.9% | 0.29% | +71.6% |
| Q3 2020 | $372,000 | +244.4% | 11,858 | +252.6% | 0.17% | +333.3% |
| Q2 2019 | $108,000 | +157.1% | 3,363 | +147.8% | 0.04% | +143.8% |
| Q1 2019 | $42,000 | +1300.0% | 1,357 | +1069.8% | 0.02% | +700.0% |
| Q4 2018 | $3,000 | 0.0% | 116 | +17.2% | 0.00% | 0.0% |
| Q4 2017 | $3,000 | – | 99 | – | 0.00% | – |
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% |