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 | $231,709 | -1.0% | 6,823 | +1.5% | 0.00% | 0.0% |
| Q2 2023 | $234,030 | 0.0% | 6,725 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $234,030 | +2.9% | 6,725 | -4.8% | 0.00% | 0.0% |
| Q4 2022 | $227,434 | +383.9% | 7,061 | +316.8% | 0.00% | – |
| Q3 2022 | $47,000 | +4600.0% | 1,694 | +4357.9% | 0.00% | – |
| Q4 2021 | $1,000 | -75.0% | 38 | -67.8% | 0.00% | – |
| Q1 2021 | $4,000 | -92.7% | 118 | -93.4% | 0.00% | – |
| Q3 2020 | $55,000 | -12.7% | 1,795 | -5.3% | 0.00% | – |
| Q1 2020 | $63,000 | 0.0% | 1,895 | 0.0% | 0.00% | – |
| Q4 2019 | $63,000 | -68.5% | 1,895 | -69.8% | 0.00% | -100.0% |
| Q3 2019 | $200,000 | -0.5% | 6,278 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $201,000 | -47.8% | 6,278 | -49.1% | 0.00% | -50.0% |
| Q1 2019 | $385,000 | +185.2% | 12,334 | +158.6% | 0.00% | +100.0% |
| Q4 2018 | $135,000 | -64.7% | 4,769 | -58.2% | 0.00% | -50.0% |
| Q3 2018 | $382,000 | +141.8% | 11,412 | +139.3% | 0.00% | +100.0% |
| Q2 2018 | $158,000 | -0.6% | 4,769 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $159,000 | +396.9% | 4,769 | +333.9% | 0.00% | – |
| Q2 2017 | $32,000 | 0.0% | 1,099 | 0.0% | 0.00% | – |
| Q1 2017 | $32,000 | – | 1,099 | – | 0.00% | – |
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% |