SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 966 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,083,313 | -4.4% | 31,900 | +0.3% | 1.03% | +0.8% |
| Q2 2023 | $1,133,658 | +2.5% | 31,800 | +0.0% | 1.02% | -3.9% |
| Q1 2023 | $1,106,436 | +6.7% | 31,794 | -1.2% | 1.06% | 0.0% |
| Q4 2022 | $1,036,973 | +26.2% | 32,194 | +10.2% | 1.06% | +11.1% |
| Q3 2022 | $822,000 | -8.0% | 29,205 | +2.9% | 0.96% | -2.4% |
| Q2 2022 | $893,000 | -12.5% | 28,385 | +2.2% | 0.98% | +6.2% |
| Q1 2022 | $1,020,000 | -5.6% | 27,781 | +0.0% | 0.92% | -5.0% |
| Q4 2021 | $1,080,000 | – | 27,780 | – | 0.97% | – |
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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% |