SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 22 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,271 | -4.7% | 332 | 0.0% | 0.00% | – |
| Q2 2023 | $11,832 | +2.5% | 332 | 0.0% | 0.00% | – |
| Q1 2023 | $11,549 | +8.0% | 332 | 0.0% | 0.00% | – |
| Q4 2022 | $10,690 | +18.8% | 332 | 0.0% | 0.00% | – |
| Q3 2022 | $9,000 | -57.1% | 332 | -51.0% | 0.00% | – |
| Q2 2022 | $21,000 | -86.3% | 678 | -83.7% | 0.00% | -100.0% |
| Q1 2022 | $153,000 | +61.1% | 4,165 | +71.2% | 0.00% | +50.0% |
| Q4 2021 | $95,000 | +1.1% | 2,433 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $94,000 | -2.1% | 2,433 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $96,000 | -5.0% | 2,433 | -9.3% | 0.00% | 0.0% |
| Q1 2021 | $101,000 | +17.4% | 2,681 | +12.4% | 0.00% | 0.0% |
| Q4 2020 | $86,000 | +4200.0% | 2,385 | +3407.4% | 0.00% | – |
| Q1 2019 | $2,000 | – | 68 | – | 0.00% | – |
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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% |