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 | $206,125 | -17.7% | 6,233 | -12.8% | 0.11% | -9.6% |
Q2 2023 | $250,326 | +24932.6% | 7,144 | +19744.4% | 0.12% | – |
Q3 2022 | $1,000 | 0.0% | 36 | -16.3% | 0.00% | – |
Q2 2022 | $1,000 | -50.0% | 43 | +2.4% | 0.00% | -100.0% |
Q1 2022 | $2,000 | +100.0% | 42 | +16.7% | 0.00% | – |
Q4 2021 | $1,000 | 0.0% | 36 | +2.9% | 0.00% | -100.0% |
Q3 2021 | $1,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $1,000 | -80.0% | 35 | -70.8% | 0.00% | -80.0% |
Q1 2021 | $5,000 | +25.0% | 120 | 0.0% | 0.01% | +66.7% |
Q4 2020 | $4,000 | 0.0% | 120 | +1.7% | 0.00% | 0.0% |
Q3 2020 | $4,000 | -75.0% | 118 | -77.8% | 0.00% | -76.9% |
Q2 2020 | $16,000 | +14.3% | 532 | +0.9% | 0.01% | -40.9% |
Q1 2020 | $14,000 | -22.2% | 527 | 0.0% | 0.02% | 0.0% |
Q4 2019 | $18,000 | +12.5% | 527 | +2.1% | 0.02% | 0.0% |
Q3 2019 | $16,000 | -27.3% | 516 | -23.1% | 0.02% | -91.6% |
Q3 2018 | $22,000 | – | 671 | – | 0.26% | – |
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% |