SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 973 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $213,904 | -4.7% | 6,299 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $224,549 | +4.2% | 6,299 | +1.7% | 0.01% | 0.0% |
Q1 2023 | $215,538 | +615722.9% | 6,194 | +465.7% | 0.01% | +300.0% |
Q4 2022 | $35 | -99.9% | 1,095 | +9.7% | 0.00% | 0.0% |
Q3 2022 | $28,000 | -87.6% | 998 | -86.1% | 0.00% | -77.8% |
Q2 2022 | $225,000 | -75.5% | 7,165 | -71.4% | 0.01% | -64.0% |
Q1 2022 | $919,000 | +50.2% | 25,014 | +58.8% | 0.02% | +78.6% |
Q4 2021 | $612,000 | +24.6% | 15,756 | +24.2% | 0.01% | +7.7% |
Q3 2021 | $491,000 | -6.7% | 12,691 | -4.8% | 0.01% | -7.1% |
Q2 2021 | $526,000 | +27.7% | 13,329 | +21.7% | 0.01% | +27.3% |
Q1 2021 | $412,000 | – | 10,950 | – | 0.01% | – |
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% |