SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 856 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $959,614 | -10.2% | 28,257 | -5.7% | 0.64% | -12.4% |
| Q2 2023 | $1,068,394 | +14.0% | 29,969 | +11.3% | 0.73% | +5.2% |
| Q1 2023 | $937,292 | +2.1% | 26,934 | -5.5% | 0.69% | -1.7% |
| Q4 2022 | $918,000 | -6.1% | 28,513 | -18.0% | 0.70% | -12.1% |
| Q3 2022 | $978,000 | -7.5% | 34,771 | +3.5% | 0.80% | -4.0% |
| Q2 2022 | $1,057,000 | -9.7% | 33,593 | +5.4% | 0.83% | +3.6% |
| Q1 2022 | $1,170,000 | -9.8% | 31,876 | -4.5% | 0.80% | -2.2% |
| Q4 2021 | $1,297,000 | +12.1% | 33,368 | +11.6% | 0.82% | +1.7% |
| Q3 2021 | $1,157,000 | -2.5% | 29,899 | -0.6% | 0.81% | -1.3% |
| Q2 2021 | $1,187,000 | +26.7% | 30,085 | +20.7% | 0.82% | +22.0% |
| Q1 2021 | $937,000 | +10.9% | 24,919 | +6.2% | 0.67% | +1.1% |
| Q4 2020 | $845,000 | +21.9% | 23,468 | +6.3% | 0.66% | +9.6% |
| Q3 2020 | $693,000 | +4.7% | 22,071 | -0.8% | 0.61% | -1.5% |
| Q2 2020 | $662,000 | +18.4% | 22,257 | +2.5% | 0.62% | -1.6% |
| Q1 2020 | $559,000 | -32.9% | 21,724 | -12.4% | 0.63% | -10.7% |
| Q4 2019 | $833,000 | +2.1% | 24,806 | +1.1% | 0.70% | 0.0% |
| Q3 2019 | $816,000 | +2.1% | 24,541 | -5.5% | 0.70% | -4.1% |
| Q2 2019 | $799,000 | -18.5% | 25,966 | -15.0% | 0.73% | -17.4% |
| Q1 2019 | $980,000 | -23.0% | 30,532 | -29.3% | 0.88% | -32.1% |
| Q4 2018 | $1,272,000 | -8.8% | 43,162 | -4.1% | 1.30% | -5.2% |
| Q3 2018 | $1,394,000 | -3.3% | 44,984 | +2.1% | 1.38% | +12.0% |
| Q2 2018 | $1,442,000 | -0.3% | 44,068 | +4.7% | 1.23% | -1.8% |
| Q1 2018 | $1,446,000 | +14.8% | 42,098 | +17.0% | 1.25% | +8.8% |
| Q4 2017 | $1,260,000 | – | 35,994 | – | 1.15% | – |
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% |