SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 841 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,286,717 | -8.3% | 273,460 | -3.7% | 1.07% | -7.1% |
| Q2 2023 | $10,125,116 | +0.8% | 284,014 | -1.6% | 1.15% | -5.0% |
| Q1 2023 | $10,044,870 | +5.1% | 288,646 | -2.7% | 1.21% | -4.1% |
| Q4 2022 | $9,558,186 | +11.2% | 296,746 | -2.9% | 1.26% | -0.1% |
| Q3 2022 | $8,595,000 | -13.1% | 305,531 | -2.9% | 1.26% | -12.7% |
| Q2 2022 | $9,894,000 | -15.4% | 314,585 | -1.2% | 1.44% | -2.8% |
| Q1 2022 | $11,695,000 | -4.2% | 318,503 | +1.4% | 1.49% | -8.2% |
| Q4 2021 | $12,211,000 | +2.4% | 314,151 | +2.0% | 1.62% | -24.7% |
| Q3 2021 | $11,924,000 | -1.2% | 308,125 | +0.7% | 2.15% | -1.6% |
| Q2 2021 | $12,071,000 | +3.8% | 305,990 | -1.0% | 2.18% | -13.7% |
| Q1 2021 | $11,624,000 | +208.4% | 308,998 | +195.3% | 2.53% | +284.7% |
| Q4 2020 | $3,769,000 | – | 104,652 | – | 0.66% | – |
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% |