SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 985 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.30 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $106,668 | -14.4% | 3,141 | -10.1% | 0.03% | -9.1% |
Q2 2023 | $124,597 | +16.5% | 3,495 | +13.8% | 0.03% | +10.0% |
Q1 2023 | $106,906 | +1458.2% | 3,072 | +1342.3% | 0.03% | +1400.0% |
Q4 2022 | $6,861 | -23.8% | 213 | -31.3% | 0.00% | -33.3% |
Q3 2022 | $9,000 | -10.0% | 310 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $10,000 | -9.1% | 310 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $11,000 | -59.3% | 310 | -69.4% | 0.00% | -83.3% |
Q1 2020 | $27,000 | -22.9% | 1,012 | 0.0% | 0.02% | -21.7% |
Q4 2019 | $35,000 | – | 1,012 | – | 0.02% | – |
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% |