SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 927 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $648,877 | -97.8% | 19,107 | -97.7% | 0.05% | -97.6% |
| Q2 2023 | $29,870,571 | -0.3% | 837,884 | +0.0% | 2.07% | -0.3% |
| Q1 2023 | $29,957,237 | -3.0% | 837,730 | -12.6% | 2.08% | -27.6% |
| Q4 2022 | $30,890,676 | +31.0% | 959,040 | +14.4% | 2.87% | +44.3% |
| Q3 2022 | $23,577,000 | -11.4% | 838,139 | -0.9% | 1.99% | -6.7% |
| Q2 2022 | $26,608,000 | +8.7% | 846,051 | +26.9% | 2.13% | +29.7% |
| Q1 2022 | $24,479,000 | – | 666,642 | – | 1.64% | – |
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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% |