SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 787 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $201,485 | -4.4% | 5,933 | +0.3% | 0.06% | -3.3% |
| Q2 2023 | $210,799 | -6.9% | 5,913 | -9.1% | 0.06% | -13.0% |
| Q1 2023 | $226,340 | +18.8% | 6,504 | +10.0% | 0.07% | +11.3% |
| Q4 2022 | $190,458 | +14.7% | 5,913 | 0.0% | 0.06% | +1.6% |
| Q3 2022 | $166,000 | -43.2% | 5,913 | -36.3% | 0.06% | -42.5% |
| Q2 2022 | $292,000 | +32.7% | 9,289 | +55.1% | 0.11% | +47.2% |
| Q1 2022 | $220,000 | +4.8% | 5,989 | +10.9% | 0.07% | +10.8% |
| Q4 2021 | $210,000 | +0.5% | 5,399 | 0.0% | 0.06% | -5.8% |
| Q3 2021 | $209,000 | -1.9% | 5,399 | 0.0% | 0.07% | -2.8% |
| Q2 2021 | $213,000 | +4.9% | 5,399 | 0.0% | 0.07% | -4.1% |
| Q1 2021 | $203,000 | +4.6% | 5,399 | 0.0% | 0.07% | -1.3% |
| Q4 2020 | $194,000 | – | 5,399 | – | 0.08% | – |
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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% |