SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 731 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,354 | -16.4% | 128,215 | -14.4% | 1.81% | -23.0% |
| Q1 2023 | $5,210 | +10.2% | 149,701 | +2.0% | 2.35% | +18.9% |
| Q4 2022 | $4,728 | -99.9% | 146,775 | -0.8% | 1.98% | +1.1% |
| Q3 2022 | $4,162,000 | -6.1% | 147,943 | +5.0% | 1.96% | -0.5% |
| Q2 2022 | $4,431,000 | -14.3% | 140,901 | +0.1% | 1.97% | -8.1% |
| Q1 2022 | $5,170,000 | -15.3% | 140,784 | -10.4% | 2.14% | -2.3% |
| Q4 2021 | $6,107,000 | +13.0% | 157,102 | +12.5% | 2.19% | -4.4% |
| Q3 2021 | $5,403,000 | +7.7% | 139,617 | +9.8% | 2.29% | -14.0% |
| Q2 2021 | $5,017,000 | +7.9% | 127,170 | +2.9% | 2.67% | +20.8% |
| Q1 2021 | $4,651,000 | +8.4% | 123,634 | +3.7% | 2.21% | -1.0% |
| Q4 2020 | $4,292,000 | +22.6% | 119,185 | +6.9% | 2.23% | +12.6% |
| Q3 2020 | $3,500,000 | +7.0% | 111,458 | +1.4% | 1.98% | +1.0% |
| Q2 2020 | $3,270,000 | +22.2% | 109,924 | +6.1% | 1.96% | +4.5% |
| Q1 2020 | $2,677,000 | +5.3% | 103,580 | +37.0% | 1.88% | +10.7% |
| Q4 2019 | $2,542,000 | – | 75,588 | – | 1.69% | – |
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% |