SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 655 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 44.35 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,570,133,715 | +1.1% | 46,234,797 | +6.1% | 6.76% | +2.6% |
| Q2 2023 | $1,553,458,955 | +3.6% | 43,575,286 | +1.1% | 6.59% | -3.3% |
| Q1 2023 | $1,499,607,351 | +9.0% | 43,092,165 | +0.9% | 6.82% | +2.2% |
| Q4 2022 | $1,376,178,378 | +12.9% | 42,725,190 | -1.4% | 6.67% | +2.9% |
| Q3 2022 | $1,218,682,000 | -14.9% | 43,323,202 | -4.8% | 6.48% | -9.9% |
| Q2 2022 | $1,431,661,000 | -17.0% | 45,521,805 | -3.1% | 7.20% | -4.8% |
| Q1 2022 | $1,724,928,000 | +4.0% | 46,975,150 | +10.1% | 7.56% | +7.8% |
| Q4 2021 | $1,659,122,000 | +11.0% | 42,683,866 | +10.5% | 7.02% | +1.3% |
| Q3 2021 | $1,494,975,000 | +3.7% | 38,629,840 | +5.7% | 6.93% | +1.2% |
| Q2 2021 | $1,441,707,000 | +13.4% | 36,545,162 | +8.1% | 6.85% | +0.5% |
| Q1 2021 | $1,271,793,000 | +11.3% | 33,806,302 | +6.6% | 6.81% | -0.9% |
| Q4 2020 | $1,142,444,000 | +25.8% | 31,725,761 | +9.7% | 6.87% | +5.9% |
| Q3 2020 | $907,894,000 | +11.2% | 28,913,813 | +5.3% | 6.49% | +2.4% |
| Q2 2020 | $816,580,000 | -49.5% | 27,448,059 | -56.1% | 6.34% | -56.9% |
| Q1 2020 | $1,617,426,000 | +17.8% | 62,593,885 | +53.3% | 14.69% | +44.3% |
| Q4 2019 | $1,372,750,000 | +8.4% | 40,819,201 | +2.7% | 10.18% | -4.2% |
| Q3 2019 | $1,266,827,000 | +19.1% | 39,762,288 | +19.9% | 10.62% | +14.9% |
| Q2 2019 | $1,064,005,000 | +27.5% | 33,156,910 | +24.4% | 9.24% | +19.5% |
| Q1 2019 | $834,457,000 | -21.3% | 26,651,467 | -28.8% | 7.74% | -31.4% |
| Q4 2018 | $1,060,618,000 | – | 37,411,559 | – | 11.27% | – |
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% |