SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 973 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,901,103 | +1.6% | 173,766 | +6.7% | 4.01% | +4.2% |
| Q2 2023 | $5,806,677 | +5.2% | 162,880 | +2.7% | 3.85% | -0.2% |
| Q1 2023 | $5,521,448 | +8.8% | 158,662 | +0.7% | 3.86% | +3.2% |
| Q4 2022 | $5,076,789 | +15.3% | 157,615 | +0.7% | 3.74% | +6.5% |
| Q3 2022 | $4,403,000 | -1.5% | 156,531 | +10.1% | 3.51% | +2.2% |
| Q2 2022 | $4,470,000 | -9.9% | 142,143 | +5.2% | 3.44% | -0.4% |
| Q1 2022 | $4,960,000 | +4.2% | 135,071 | +10.2% | 3.45% | +2.8% |
| Q4 2021 | $4,762,000 | – | 122,522 | – | 3.36% | – |
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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% |