SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 890 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $16,000 | -52.9% | 517 | -48.3% | 0.01% | -50.0% |
| Q4 2019 | $34,000 | +6.2% | 1,000 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $32,000 | 0.0% | 1,000 | 0.0% | 0.03% | -7.1% |
| Q2 2019 | $32,000 | +3.2% | 1,000 | 0.0% | 0.03% | -3.4% |
| Q1 2019 | $31,000 | +10.7% | 1,000 | 0.0% | 0.03% | -3.3% |
| Q4 2018 | $28,000 | -98.8% | 1,000 | -98.5% | 0.03% | -98.4% |
| Q3 2018 | $2,247,000 | -9.8% | 67,010 | -11.1% | 1.85% | -15.2% |
| Q2 2018 | $2,490,000 | -4.3% | 75,350 | -2.4% | 2.19% | -0.3% |
| Q1 2018 | $2,603,000 | +0.5% | 77,220 | +1.6% | 2.19% | +2.0% |
| Q4 2017 | $2,590,000 | +64650.0% | 76,020 | +63250.0% | 2.15% | +53600.0% |
| Q2 2017 | $4,000 | – | 120 | – | 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% |