SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 927 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $940,161 | -1.5% | 27,684 | +3.4% | 0.03% | -8.1% |
| Q2 2023 | $954,399 | -6.0% | 26,771 | -8.2% | 0.04% | -14.0% |
| Q1 2023 | $1,015,303 | +6.2% | 29,175 | -1.8% | 0.04% | +2.4% |
| Q4 2022 | $956,470 | +12.9% | 29,695 | -1.3% | 0.04% | +5.0% |
| Q3 2022 | $847,000 | -4.0% | 30,095 | +7.3% | 0.04% | -4.8% |
| Q2 2022 | $882,000 | -19.2% | 28,035 | -0.1% | 0.04% | -6.7% |
| Q4 2021 | $1,091,000 | +2.1% | 28,070 | +1.6% | 0.04% | -11.8% |
| Q3 2021 | $1,069,000 | -3.7% | 27,634 | -1.6% | 0.05% | -7.3% |
| Q2 2021 | $1,110,000 | +0.8% | 28,083 | -2.7% | 0.06% | -12.7% |
| Q1 2021 | $1,101,000 | +2.2% | 28,848 | -3.6% | 0.06% | -19.2% |
| Q4 2020 | $1,077,000 | +15.3% | 29,920 | +0.6% | 0.08% | -7.1% |
| Q3 2020 | $934,000 | +3.9% | 29,746 | -1.6% | 0.08% | -6.7% |
| Q2 2020 | $899,000 | +14.2% | 30,219 | -0.8% | 0.09% | -15.1% |
| Q1 2020 | $787,000 | -36.0% | 30,473 | -16.6% | 0.11% | -31.2% |
| Q4 2019 | $1,229,000 | +6.0% | 36,548 | +0.4% | 0.15% | -15.4% |
| Q3 2019 | $1,159,000 | -2.6% | 36,386 | -1.9% | 0.18% | -9.0% |
| Q2 2019 | $1,190,000 | -4.8% | 37,095 | -7.1% | 0.20% | +5.3% |
| Q1 2019 | $1,250,000 | +32.8% | 39,934 | +20.4% | 0.19% | -7.3% |
| Q4 2018 | $941,000 | -25.8% | 33,180 | -12.2% | 0.20% | -20.2% |
| Q3 2018 | $1,268,000 | +11.6% | 37,807 | +10.0% | 0.26% | -5.2% |
| Q2 2018 | $1,136,000 | +28.4% | 34,374 | +30.9% | 0.27% | +23.2% |
| Q1 2018 | $885,000 | +11.3% | 26,266 | +12.5% | 0.22% | -22.5% |
| Q4 2017 | $795,000 | +27.8% | 23,343 | +25.6% | 0.28% | +3.6% |
| Q3 2017 | $622,000 | -27.6% | 18,590 | -31.2% | 0.27% | -38.0% |
| Q2 2017 | $859,000 | -34.2% | 27,022 | -38.2% | 0.44% | -43.0% |
| Q1 2017 | $1,306,000 | – | 43,733 | – | 0.78% | – |
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% |