SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 927 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $102,288 | +164.2% | 3,012 | +177.3% | 0.00% | +50.0% |
| Q2 2023 | $38,716 | +3.9% | 1,086 | +1.4% | 0.00% | -33.3% |
| Q1 2023 | $37,271 | -14.0% | 1,071 | -20.4% | 0.00% | 0.0% |
| Q4 2022 | $43,322 | -39.8% | 1,345 | -47.4% | 0.00% | -57.1% |
| Q3 2022 | $72,000 | -10.0% | 2,559 | +0.4% | 0.01% | +16.7% |
| Q2 2022 | $80,000 | -42.4% | 2,548 | -32.9% | 0.01% | -33.3% |
| Q1 2022 | $139,000 | +6.9% | 3,795 | +13.1% | 0.01% | 0.0% |
| Q4 2021 | $130,000 | +39.8% | 3,355 | +39.3% | 0.01% | +28.6% |
| Q3 2021 | $93,000 | +1760.0% | 2,408 | +1873.8% | 0.01% | – |
| Q2 2021 | $5,000 | 0.0% | 122 | 0.0% | 0.00% | – |
| Q1 2021 | $5,000 | +25.0% | 122 | 0.0% | 0.00% | – |
| Q4 2020 | $4,000 | 0.0% | 122 | 0.0% | 0.00% | – |
| Q3 2020 | $4,000 | 0.0% | 122 | 0.0% | 0.00% | – |
| Q2 2020 | $4,000 | -98.8% | 122 | -99.0% | 0.00% | -100.0% |
| Q1 2020 | $320,000 | +30.6% | 12,376 | +42.9% | 0.05% | +23.7% |
| Q4 2018 | $245,000 | – | 8,659 | – | 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% |