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 | $3,741,205 | -7.0% | 110,165 | -2.4% | 3.45% | -3.2% |
Q2 2023 | $4,022,961 | -0.5% | 112,846 | -2.9% | 3.56% | -3.6% |
Q1 2023 | $4,042,998 | +3.5% | 116,178 | -4.2% | 3.69% | -2.4% |
Q4 2022 | $3,904,564 | +18.2% | 121,222 | +3.3% | 3.78% | +10.0% |
Q3 2022 | $3,302,000 | -5.9% | 117,381 | +5.2% | 3.44% | +1.7% |
Q2 2022 | $3,510,000 | -31.2% | 111,619 | -19.6% | 3.38% | -20.3% |
Q1 2022 | $5,099,000 | -1.8% | 138,855 | +3.9% | 4.24% | +13.6% |
Q4 2021 | $5,195,000 | +3.3% | 133,651 | +2.8% | 3.73% | +1.4% |
Q3 2021 | $5,029,000 | -0.3% | 129,961 | +1.7% | 3.68% | +1.2% |
Q2 2021 | $5,043,000 | +2.9% | 127,837 | -1.9% | 3.64% | -0.5% |
Q1 2021 | $4,903,000 | +8.9% | 130,327 | +4.2% | 3.66% | -7.3% |
Q4 2020 | $4,504,000 | +18.3% | 125,089 | +3.1% | 3.95% | -0.4% |
Q3 2020 | $3,808,000 | +3.6% | 121,283 | -1.8% | 3.96% | -3.2% |
Q2 2020 | $3,674,000 | +73.5% | 123,487 | +50.7% | 4.09% | +45.8% |
Q1 2020 | $2,118,000 | -75.3% | 81,958 | -67.9% | 2.80% | -66.4% |
Q4 2019 | $8,580,000 | – | 255,125 | – | 8.34% | – |
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% |