SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 941 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.07 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,406,562 | +27.7% | 129,757 | +34.0% | 4.29% | +13.0% |
| Q2 2023 | $3,451,027 | -27.5% | 96,803 | -29.3% | 3.80% | -16.6% |
| Q1 2023 | $4,763,031 | +8.2% | 136,869 | +0.2% | 4.55% | +0.9% |
| Q4 2022 | $4,400,296 | +19.4% | 136,613 | +4.3% | 4.51% | +5.1% |
| Q3 2022 | $3,686,000 | -11.9% | 131,035 | -1.6% | 4.29% | -5.4% |
| Q2 2022 | $4,186,000 | -4.8% | 133,105 | +11.2% | 4.54% | +5.3% |
| Q1 2022 | $4,395,000 | +3.9% | 119,701 | +10.0% | 4.31% | +6.9% |
| Q4 2021 | $4,229,000 | – | 108,801 | – | 4.03% | – |
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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% |