SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 966 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,095,130 | -3.9% | 267,819 | +0.9% | 2.80% | -0.1% |
| Q2 2023 | $9,466,743 | +10.6% | 265,547 | +7.9% | 2.80% | -0.3% |
| Q1 2023 | $8,562,382 | +22.7% | 246,045 | +13.5% | 2.81% | +11.4% |
| Q4 2022 | $6,979,471 | +23.8% | 216,686 | +8.7% | 2.52% | +11.0% |
| Q3 2022 | $5,639,000 | +0.6% | 199,383 | +12.3% | 2.27% | +2.9% |
| Q2 2022 | $5,608,000 | +27.1% | 177,471 | +47.7% | 2.21% | +58.6% |
| Q1 2022 | $4,413,000 | -3.6% | 120,188 | +2.1% | 1.39% | -9.6% |
| Q4 2021 | $4,576,000 | +82.6% | 117,737 | +81.8% | 1.54% | +28.1% |
| Q3 2021 | $2,506,000 | -20.0% | 64,761 | -18.2% | 1.20% | -1.7% |
| Q2 2021 | $3,134,000 | +8.4% | 79,185 | +3.0% | 1.22% | -0.2% |
| Q1 2021 | $2,892,000 | +7.1% | 76,867 | +2.5% | 1.23% | -1.0% |
| Q4 2020 | $2,700,000 | +14.6% | 74,993 | -0.0% | 1.24% | -6.1% |
| Q3 2020 | $2,355,000 | -8.7% | 75,000 | -13.5% | 1.32% | -21.6% |
| Q2 2020 | $2,578,000 | -32.8% | 86,669 | -41.6% | 1.68% | -42.2% |
| Q1 2020 | $3,834,000 | -38.9% | 148,381 | -20.5% | 2.91% | -36.0% |
| Q4 2019 | $6,273,000 | +21.8% | 186,537 | +14.6% | 4.54% | +19.7% |
| Q3 2019 | $5,149,000 | +5.1% | 162,816 | +6.7% | 3.80% | -9.1% |
| Q2 2019 | $4,899,000 | +10.4% | 152,650 | +7.7% | 4.18% | +5.1% |
| Q1 2019 | $4,439,000 | +10.7% | 141,771 | +22.2% | 3.97% | +25.7% |
| Q4 2018 | $4,009,000 | – | 116,056 | – | 3.16% | – |
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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% |