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 | $562,819 | -6.7% | 16,573 | -2.1% | 0.01% | -11.1% |
Q2 2023 | $603,448 | +4.8% | 16,927 | +2.3% | 0.01% | 0.0% |
Q1 2023 | $575,836 | -22.1% | 16,547 | -27.9% | 0.01% | -30.8% |
Q4 2022 | $738,865 | +35.8% | 22,939 | +18.7% | 0.01% | +18.2% |
Q3 2022 | $544,000 | -28.8% | 19,330 | -20.4% | 0.01% | -26.7% |
Q2 2022 | $764,000 | +242.6% | 24,298 | +224.8% | 0.02% | +150.0% |
Q2 2020 | $223,000 | +5.2% | 7,482 | -8.8% | 0.01% | -25.0% |
Q1 2020 | $212,000 | -77.8% | 8,206 | -71.0% | 0.01% | -71.4% |
Q4 2019 | $953,000 | – | 28,326 | – | 0.03% | – |
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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% |