SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 710 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,072,011 | +12.3% | 90,460 | +17.9% | 0.36% | +16.4% |
| Q2 2023 | $2,735,983 | +3.8% | 76,746 | +1.3% | 0.31% | -20.1% |
| Q1 2023 | $2,635,703 | +9.2% | 75,739 | +1.1% | 0.39% | +1.8% |
| Q4 2022 | $2,412,883 | +14.5% | 74,911 | -0.0% | 0.38% | -21.9% |
| Q3 2022 | $2,107,000 | -10.3% | 74,913 | +0.3% | 0.49% | -20.2% |
| Q2 2022 | $2,349,000 | -19.8% | 74,692 | -6.4% | 0.61% | -2.9% |
| Q1 2022 | $2,929,000 | -5.5% | 79,759 | +0.0% | 0.63% | -5.1% |
| Q4 2021 | $3,099,000 | +1.1% | 79,732 | +0.6% | 0.66% | +8.7% |
| Q3 2021 | $3,066,000 | -1.9% | 79,232 | 0.0% | 0.61% | -15.1% |
| Q2 2021 | $3,126,000 | +5.3% | 79,232 | +0.3% | 0.72% | -9.5% |
| Q1 2021 | $2,970,000 | +10.7% | 78,959 | +5.9% | 0.80% | -7.8% |
| Q4 2020 | $2,684,000 | +14.4% | 74,535 | -0.2% | 0.86% | -6.7% |
| Q3 2020 | $2,346,000 | +5.6% | 74,710 | +0.1% | 0.93% | -10.4% |
| Q2 2020 | $2,221,000 | +16.2% | 74,655 | +1.0% | 1.03% | -2.5% |
| Q1 2020 | $1,911,000 | -23.2% | 73,945 | 0.0% | 1.06% | -10.8% |
| Q4 2019 | $2,487,000 | – | 73,945 | – | 1.19% | – |
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% |