SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 666 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 19.84 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $119,000 | -10.5% | 3,775 | +4.1% | 0.04% | +7.9% |
| Q1 2022 | $133,000 | +9.0% | 3,625 | +15.5% | 0.04% | +11.8% |
| Q4 2021 | $122,000 | +11.9% | 3,139 | +11.5% | 0.03% | +6.2% |
| Q3 2021 | $109,000 | +1.9% | 2,814 | +3.7% | 0.03% | +3.2% |
| Q2 2021 | $107,000 | +9.2% | 2,714 | +3.8% | 0.03% | -3.1% |
| Q1 2021 | $98,000 | +653.8% | 2,614 | +618.1% | 0.03% | +700.0% |
| Q4 2020 | $13,000 | +18.2% | 364 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $11,000 | +10.0% | 364 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $10,000 | +25.0% | 364 | +7.4% | 0.00% | 0.0% |
| Q1 2020 | $8,000 | -38.5% | 339 | -16.1% | 0.00% | -33.3% |
| Q4 2019 | $13,000 | 0.0% | 404 | 0.0% | 0.01% | -14.3% |
| Q3 2019 | $13,000 | 0.0% | 404 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $13,000 | 0.0% | 404 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $13,000 | +44.4% | 404 | +19.2% | 0.01% | +40.0% |
| Q4 2018 | $9,000 | -18.2% | 339 | 0.0% | 0.01% | -16.7% |
| Q3 2018 | $11,000 | – | 339 | – | 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% |