SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 927 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,149,682 | -6.0% | 269,425 | -1.3% | 3.82% | -2.0% |
| Q2 2023 | $9,733,422 | +0.9% | 273,027 | -1.5% | 3.90% | -4.9% |
| Q1 2023 | $9,647,791 | +7.6% | 277,235 | -0.4% | 4.10% | +0.7% |
| Q4 2022 | $8,969,821 | +15.2% | 278,479 | +0.6% | 4.08% | +9.6% |
| Q3 2022 | $7,785,000 | -6.5% | 276,767 | +4.5% | 3.72% | -7.0% |
| Q2 2022 | $8,329,000 | -12.5% | 264,847 | +2.2% | 4.00% | -0.9% |
| Q1 2022 | $9,516,000 | -3.0% | 259,150 | +2.7% | 4.03% | -1.3% |
| Q4 2021 | $9,811,000 | +0.3% | 252,403 | -0.1% | 4.08% | -8.9% |
| Q3 2021 | $9,780,000 | -2.5% | 252,719 | -0.6% | 4.48% | -4.6% |
| Q2 2021 | $10,030,000 | +5.6% | 254,246 | +0.7% | 4.70% | -6.5% |
| Q1 2021 | $9,501,000 | +0.9% | 252,540 | -3.4% | 5.03% | -6.3% |
| Q4 2020 | $9,413,000 | +10.2% | 261,396 | -3.9% | 5.37% | +0.6% |
| Q3 2020 | $8,541,000 | +3.9% | 272,019 | -1.5% | 5.33% | -4.0% |
| Q2 2020 | $8,217,000 | +17.5% | 276,187 | +2.0% | 5.56% | -1.6% |
| Q1 2020 | $6,994,000 | -30.9% | 270,672 | -10.1% | 5.65% | -19.8% |
| Q4 2019 | $10,121,000 | +2.6% | 300,949 | -2.8% | 7.04% | -4.4% |
| Q3 2019 | $9,865,000 | -1.5% | 309,627 | -0.8% | 7.37% | -4.3% |
| Q2 2019 | $10,019,000 | +1.8% | 312,219 | -0.7% | 7.70% | -1.9% |
| Q1 2019 | $9,841,000 | +6.8% | 314,310 | -3.3% | 7.85% | -1.4% |
| Q4 2018 | $9,216,000 | -18.6% | 325,085 | -3.8% | 7.96% | -16.6% |
| Q3 2018 | $11,327,000 | +13.1% | 337,818 | +11.4% | 9.55% | +2.6% |
| Q2 2018 | $10,019,000 | +2.1% | 303,138 | +4.2% | 9.31% | -5.0% |
| Q1 2018 | $9,810,000 | +1.9% | 291,015 | +3.0% | 9.80% | -0.7% |
| Q4 2017 | $9,630,000 | – | 282,644 | – | 9.87% | – |
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% |