SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 890 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $732,789 | -4.6% | 21,578 | +0.2% | 0.77% | +2.0% |
Q2 2023 | $767,936 | +1.1% | 21,541 | -1.3% | 0.76% | -3.6% |
Q1 2023 | $759,406 | +8.8% | 21,822 | +0.7% | 0.79% | +4.4% |
Q4 2022 | $698,147 | +19.1% | 21,675 | +4.3% | 0.75% | -67.3% |
Q3 2022 | $586,000 | -10.7% | 20,780 | -0.4% | 2.30% | +212.8% |
Q2 2022 | $656,000 | -9.9% | 20,858 | +5.1% | 0.74% | +11.2% |
Q1 2022 | $728,000 | -5.2% | 19,844 | +0.7% | 0.66% | +2.0% |
Q4 2021 | $768,000 | – | 19,704 | – | 0.65% | – |
Download |
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% |