SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 941 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,269,032 | -3.6% | 37,368 | +1.2% | 0.51% | +2.4% |
| Q2 2023 | $1,316,655 | +7.7% | 36,933 | +5.1% | 0.50% | +0.4% |
| Q1 2023 | $1,222,733 | +11.5% | 35,136 | +3.2% | 0.50% | +4.9% |
| Q4 2022 | $1,097,109 | +15.2% | 34,061 | +0.7% | 0.47% | +11.3% |
| Q3 2022 | $952,000 | -8.5% | 33,829 | +2.2% | 0.42% | -21.3% |
| Q2 2022 | $1,041,000 | -15.8% | 33,085 | -1.8% | 0.54% | -21.9% |
| Q1 2022 | $1,237,000 | -54.5% | 33,693 | -51.8% | 0.69% | -51.9% |
| Q4 2021 | $2,718,000 | +4.4% | 69,918 | +3.9% | 1.44% | -5.9% |
| Q3 2021 | $2,604,000 | -2.9% | 67,283 | -1.0% | 1.53% | -3.0% |
| Q2 2021 | $2,681,000 | -16.0% | 67,954 | -19.8% | 1.58% | -10.5% |
| Q1 2021 | $3,190,000 | +1.1% | 84,783 | -3.2% | 1.76% | +4.5% |
| Q4 2020 | $3,154,000 | +9.3% | 87,577 | -4.7% | 1.68% | -2.3% |
| Q3 2020 | $2,886,000 | +1.9% | 91,907 | -3.4% | 1.72% | +2.7% |
| Q2 2020 | $2,831,000 | – | 95,176 | – | 1.68% | – |
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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% |