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 | $502,744 | -6.5% | 14,804 | -1.9% | 0.07% | -2.6% |
| Q2 2023 | $537,887 | +2.4% | 15,088 | 0.0% | 0.08% | -2.6% |
| Q1 2023 | $525,062 | +8.0% | 15,088 | 0.0% | 0.08% | +2.6% |
| Q4 2022 | $485,984 | +12.0% | 15,088 | -2.3% | 0.08% | +1.3% |
| Q3 2022 | $434,000 | +17.6% | 15,436 | +31.5% | 0.08% | +23.0% |
| Q2 2022 | $369,000 | -14.4% | 11,738 | 0.0% | 0.06% | -4.7% |
| Q1 2022 | $431,000 | -10.2% | 11,738 | -5.0% | 0.06% | -11.1% |
| Q4 2021 | $480,000 | +0.4% | 12,350 | 0.0% | 0.07% | -2.7% |
| Q3 2021 | $478,000 | -2.4% | 12,350 | -0.6% | 0.07% | -1.3% |
| Q2 2021 | $490,000 | +4.7% | 12,428 | 0.0% | 0.08% | 0.0% |
| Q1 2021 | $468,000 | -3.1% | 12,428 | -7.3% | 0.08% | -3.8% |
| Q4 2020 | $483,000 | +11.8% | 13,405 | -2.6% | 0.08% | -6.0% |
| Q3 2020 | $432,000 | +5.6% | 13,759 | 0.0% | 0.08% | +2.5% |
| Q2 2020 | $409,000 | +50.9% | 13,759 | +31.3% | 0.08% | +24.6% |
| Q1 2020 | $271,000 | -6.6% | 10,479 | +21.7% | 0.06% | +18.2% |
| Q4 2019 | $290,000 | – | 8,612 | – | 0.06% | – |
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% |