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 | $7,341 | -5.3% | 216 | -0.5% | 0.00% | 0.0% |
| Q2 2023 | $7,752 | -49.0% | 217 | -50.3% | 0.00% | -55.6% |
| Q1 2023 | $15,209 | +8.6% | 437 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $14,000 | -46.2% | 437 | -52.7% | 0.01% | -52.6% |
| Q3 2022 | $26,000 | -53.6% | 923 | -48.3% | 0.02% | -53.7% |
| Q2 2022 | $56,000 | -21.1% | 1,787 | -8.2% | 0.04% | -25.5% |
| Q1 2022 | $71,000 | -34.3% | 1,946 | -30.1% | 0.06% | -32.9% |
| Q4 2021 | $108,000 | – | 2,784 | – | 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% |