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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $12,086,000 | -4.8% | 329,128 | +0.8% | 6.85% | -20.5% |
| Q4 2021 | $12,692,000 | +2.4% | 326,534 | +2.0% | 8.62% | -3.9% |
| Q3 2021 | $12,390,000 | -6.2% | 320,144 | -4.3% | 8.97% | -3.7% |
| Q2 2021 | $13,202,000 | +2.4% | 334,656 | -2.3% | 9.31% | -5.2% |
| Q1 2021 | $12,888,000 | +3.0% | 342,580 | -1.4% | 9.82% | -5.3% |
| Q4 2020 | $12,507,000 | +20.2% | 347,320 | +4.8% | 10.37% | +3.5% |
| Q3 2020 | $10,409,000 | +7.3% | 331,495 | +1.6% | 10.02% | +1.6% |
| Q2 2020 | $9,702,000 | +8.4% | 326,115 | +0.5% | 9.86% | -5.8% |
| Q1 2020 | $8,949,000 | -14.3% | 324,592 | +4.5% | 10.47% | -2.0% |
| Q4 2019 | $10,444,000 | – | 310,550 | – | 10.68% | – |
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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% |