SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 890 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,904,458 | -4.3% | 556,668 | +0.4% | 4.10% | -2.6% |
| Q2 2023 | $19,761,949 | -6.0% | 554,332 | -8.2% | 4.21% | -7.2% |
| Q1 2023 | $21,014,221 | +5.1% | 603,857 | -2.7% | 4.54% | -1.6% |
| Q4 2022 | $19,998,156 | +45.1% | 620,868 | +26.8% | 4.61% | +31.2% |
| Q3 2022 | $13,779,000 | +3.7% | 489,835 | +15.9% | 3.51% | +14.0% |
| Q2 2022 | $13,288,000 | -13.3% | 422,510 | +1.2% | 3.08% | -7.0% |
| Q1 2022 | $15,333,000 | -1.6% | 417,555 | +4.2% | 3.31% | +2.3% |
| Q4 2021 | $15,584,000 | +2.2% | 400,915 | +1.7% | 3.24% | -6.8% |
| Q3 2021 | $15,249,000 | +0.6% | 394,034 | +2.5% | 3.47% | -5.0% |
| Q2 2021 | $15,159,000 | +8.8% | 384,250 | +3.7% | 3.66% | -2.6% |
| Q1 2021 | $13,934,000 | +8.9% | 370,394 | +4.2% | 3.76% | +2.0% |
| Q4 2020 | $12,798,000 | – | 355,394 | – | 3.68% | – |
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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% |