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 | ||||
---|---|---|---|---|---|---|
Q1 2022 | $248,000 | -20.5% | 6,757 | -15.9% | 0.10% | -15.3% |
Q4 2021 | $312,000 | -6.3% | 8,039 | -6.5% | 0.12% | -12.6% |
Q3 2021 | $333,000 | -2.3% | 8,599 | -0.5% | 0.14% | -0.7% |
Q2 2021 | $341,000 | +5.6% | 8,640 | +0.6% | 0.14% | +1.5% |
Q1 2021 | $323,000 | -3.0% | 8,587 | -7.2% | 0.13% | -3.6% |
Q4 2020 | $333,000 | +5.0% | 9,254 | -8.3% | 0.14% | -7.9% |
Q3 2020 | $317,000 | +7.1% | 10,091 | +1.3% | 0.15% | -2.6% |
Q2 2020 | $296,000 | +19.8% | 9,960 | +4.3% | 0.16% | -5.5% |
Q1 2020 | $247,000 | -46.0% | 9,550 | -29.7% | 0.16% | -34.9% |
Q4 2019 | $457,000 | -1.9% | 13,591 | -7.1% | 0.25% | -9.0% |
Q3 2019 | $466,000 | +2.6% | 14,624 | +3.3% | 0.28% | +1.1% |
Q2 2019 | $454,000 | +5.8% | 14,155 | +3.4% | 0.27% | +3.8% |
Q1 2019 | $429,000 | +12.9% | 13,689 | +2.3% | 0.26% | +3.5% |
Q4 2018 | $380,000 | -25.6% | 13,387 | -12.2% | 0.26% | -21.1% |
Q3 2018 | $511,000 | +0.4% | 15,244 | -1.1% | 0.32% | -4.4% |
Q2 2018 | $509,000 | +1.2% | 15,415 | +3.3% | 0.34% | +1.2% |
Q1 2018 | $503,000 | -1.8% | 14,922 | -0.6% | 0.33% | +2.8% |
Q4 2017 | $512,000 | +9.9% | 15,015 | +7.9% | 0.32% | -5.8% |
Q3 2017 | $466,000 | +15.9% | 13,921 | +10.1% | 0.34% | +2.4% |
Q2 2017 | $402,000 | +2.6% | 12,642 | -3.7% | 0.34% | +1.5% |
Q1 2017 | $392,000 | +7.4% | 13,123 | -0.5% | 0.33% | -2.4% |
Q4 2016 | $365,000 | – | 13,191 | – | 0.34% | – |
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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% |