SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 985 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.30 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,284,504 | +4.2% | 185,056 | +9.3% | 3.48% | +0.3% |
| Q2 2023 | $6,033,836 | +4.4% | 169,252 | +1.9% | 3.47% | -2.0% |
| Q1 2023 | $5,778,163 | +13.8% | 166,039 | +5.3% | 3.54% | +0.9% |
| Q4 2022 | $5,078,138 | +15.1% | 157,657 | +0.5% | 3.51% | +10.9% |
| Q3 2022 | $4,411,000 | -9.5% | 156,810 | +1.1% | 3.16% | -5.5% |
| Q2 2022 | $4,876,000 | -9.7% | 155,050 | +5.4% | 3.35% | +0.3% |
| Q1 2022 | $5,402,000 | -3.3% | 147,109 | +2.4% | 3.34% | -4.4% |
| Q4 2021 | $5,584,000 | – | 143,650 | – | 3.49% | – |
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% |