SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 941 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $122,061 | -20.7% | 3,424 | -22.6% | 0.11% | -25.9% |
| Q1 2023 | $153,924 | +4.2% | 4,423 | -3.5% | 0.15% | +3.5% |
| Q4 2022 | $147,698 | -17.9% | 4,585 | -28.4% | 0.14% | -22.0% |
| Q3 2022 | $180,000 | -24.7% | 6,407 | -17.1% | 0.18% | -20.2% |
| Q2 2022 | $239,000 | -23.6% | 7,733 | -9.1% | 0.23% | -14.0% |
| Q1 2022 | $313,000 | -14.2% | 8,511 | -9.5% | 0.26% | -9.6% |
| Q4 2021 | $365,000 | – | 9,400 | – | 0.29% | – |
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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% |