SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 841 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,101,906 | 0.0% | 30,909 | 0.0% | 0.23% | -0.9% |
| Q2 2023 | $1,101,906 | +2.4% | 30,909 | +0.0% | 0.23% | -1.7% |
| Q1 2023 | $1,075,598 | +798.3% | 30,908 | +1056.7% | 0.24% | +742.9% |
| Q4 2022 | $119,732 | -59.6% | 2,672 | -74.6% | 0.03% | -62.2% |
| Q3 2022 | $296,000 | -55.6% | 10,539 | -50.3% | 0.07% | -50.7% |
| Q2 2022 | $666,000 | +173.0% | 21,191 | +219.2% | 0.15% | +212.5% |
| Q1 2022 | $244,000 | +24300.0% | 6,639 | +16923.1% | 0.05% | – |
| Q4 2021 | $1,000 | 0.0% | 39 | +34.5% | 0.00% | – |
| Q3 2021 | $1,000 | 0.0% | 29 | +31.8% | 0.00% | – |
| Q2 2021 | $1,000 | 0.0% | 22 | -29.0% | 0.00% | – |
| Q1 2021 | $1,000 | 0.0% | 31 | +19.2% | 0.00% | – |
| Q4 2020 | $1,000 | 0.0% | 26 | -10.3% | 0.00% | – |
| Q2 2020 | $1,000 | -97.0% | 29 | -97.8% | 0.00% | -100.0% |
| Q1 2020 | $33,000 | +37.5% | 1,307 | +81.8% | 0.01% | -36.4% |
| Q4 2019 | $24,000 | – | 719 | – | 0.02% | – |
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% |