SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 890 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $24,733,975 | -0.5% | 728,327 | +4.5% | 11.62% | +0.9% |
| Q2 2023 | $24,858,378 | +15.5% | 697,290 | +12.7% | 11.52% | +4.2% |
| Q1 2023 | $21,530,653 | +51.4% | 618,697 | +40.2% | 11.06% | +43.0% |
| Q4 2022 | $14,218,516 | +13.7% | 441,432 | -0.7% | 7.74% | +5.2% |
| Q3 2022 | $12,503,000 | +142.4% | 444,468 | +171.0% | 7.36% | +178.3% |
| Q2 2022 | $5,159,000 | +19.5% | 164,034 | +39.5% | 2.64% | +44.1% |
| Q1 2022 | $4,317,000 | +21.9% | 117,564 | +29.1% | 1.83% | +23.9% |
| Q4 2021 | $3,540,000 | – | 91,082 | – | 1.48% | – |
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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% |