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 | $220,503 | +4.5% | 6,493 | -0.9% | 0.05% | -1.9% |
| Q2 2023 | $211,073 | 0.0% | 6,553 | 0.0% | 0.05% | 0.0% |
| Q1 2023 | $211,073 | +0.0% | 6,553 | 0.0% | 0.05% | 0.0% |
| Q4 2022 | $211,072 | +2.5% | 6,553 | 0.0% | 0.05% | -5.4% |
| Q2 2022 | $206,000 | -14.5% | 6,553 | -0.1% | 0.06% | +7.7% |
| Q1 2022 | $241,000 | -8.4% | 6,558 | -3.2% | 0.05% | -10.3% |
| Q4 2021 | $263,000 | +3.5% | 6,773 | +3.4% | 0.06% | -3.3% |
| Q3 2021 | $254,000 | -1.9% | 6,553 | 0.0% | 0.06% | -1.6% |
| Q2 2021 | $259,000 | +10.2% | 6,553 | +4.7% | 0.06% | +1.7% |
| Q1 2021 | $235,000 | +4.4% | 6,258 | 0.0% | 0.06% | +5.3% |
| Q4 2020 | $225,000 | +10.3% | 6,258 | -3.5% | 0.06% | -3.4% |
| Q3 2020 | $204,000 | -19.7% | 6,486 | -34.0% | 0.06% | -47.3% |
| Q1 2020 | $254,000 | +6.7% | 9,831 | +38.7% | 0.11% | +27.3% |
| Q4 2019 | $238,000 | +5.3% | 7,088 | -0.2% | 0.09% | +4.8% |
| Q3 2019 | $226,000 | -0.9% | 7,100 | 0.0% | 0.08% | -2.3% |
| Q2 2019 | $228,000 | -34.9% | 7,100 | -36.5% | 0.09% | -37.7% |
| Q1 2019 | $350,000 | -40.5% | 11,180 | -46.1% | 0.14% | -49.8% |
| Q4 2018 | $588,000 | -96.0% | 20,750 | -95.3% | 0.28% | -95.4% |
| Q3 2018 | $14,841,000 | +2.0% | 442,610 | +0.5% | 5.96% | +0.6% |
| Q2 2018 | $14,556,000 | +9.2% | 440,429 | +11.4% | 5.92% | +3.9% |
| Q1 2018 | $13,333,000 | +3.2% | 395,511 | +2.4% | 5.70% | -7.1% |
| Q3 2017 | $12,924,000 | +5049.0% | 386,143 | +4784.8% | 6.14% | +4850.8% |
| Q2 2017 | $251,000 | – | 7,905 | – | 0.12% | – |
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% |