SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 941 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.07 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,062,914 | +11.6% | 31,299 | +17.1% | 0.26% | +13.0% |
| Q2 2023 | $952,535 | +12.5% | 26,719 | +9.8% | 0.23% | +3.6% |
| Q1 2023 | $846,806 | +25.7% | 24,333 | +16.4% | 0.22% | +5.7% |
| Q4 2022 | $673,424 | +161.0% | 20,907 | +128.2% | 0.21% | +117.5% |
| Q3 2022 | $258,000 | -50.7% | 9,162 | -44.9% | 0.10% | -52.2% |
| Q2 2022 | $523,000 | -12.1% | 16,633 | +2.6% | 0.20% | -9.4% |
| Q1 2022 | $595,000 | +26.9% | 16,204 | +34.2% | 0.22% | +76.4% |
| Q4 2021 | $469,000 | – | 12,072 | – | 0.13% | – |
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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% |