SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 841 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,434,878 | -4.7% | 42,252 | 0.0% | 0.03% | -3.7% |
| Q2 2023 | $1,506,284 | +1.7% | 42,252 | -0.7% | 0.03% | 0.0% |
| Q1 2023 | $1,481,436 | -10.2% | 42,570 | -16.8% | 0.03% | -15.6% |
| Q4 2022 | $1,648,927 | +15.5% | 51,193 | +0.8% | 0.03% | +3.2% |
| Q3 2022 | $1,428,000 | -11.1% | 50,782 | -0.6% | 0.03% | -8.8% |
| Q2 2022 | $1,607,000 | -14.5% | 51,082 | -0.2% | 0.03% | 0.0% |
| Q1 2022 | $1,880,000 | -5.3% | 51,184 | +0.2% | 0.03% | +3.0% |
| Q4 2021 | $1,985,000 | +8.6% | 51,082 | +8.2% | 0.03% | 0.0% |
| Q3 2021 | $1,827,000 | -1.9% | 47,207 | 0.0% | 0.03% | -8.3% |
| Q2 2021 | $1,862,000 | +4.8% | 47,207 | 0.0% | 0.04% | 0.0% |
| Q1 2021 | $1,776,000 | +4.2% | 47,207 | -0.2% | 0.04% | 0.0% |
| Q4 2020 | $1,704,000 | -7.6% | 47,307 | -19.5% | 0.04% | -16.3% |
| Q3 2020 | $1,845,000 | -4.9% | 58,753 | -9.9% | 0.04% | -10.4% |
| Q2 2020 | $1,941,000 | +27.3% | 65,214 | +10.5% | 0.05% | +9.1% |
| Q1 2020 | $1,525,000 | – | 59,039 | – | 0.04% | – |
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% |