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 | $715,336 | -6.2% | 21,064 | -1.5% | 0.12% | -24.8% |
| Q2 2023 | $762,407 | +3.0% | 21,386 | +0.5% | 0.15% | -5.6% |
| Q1 2023 | $740,412 | +11.7% | 21,276 | +3.4% | 0.16% | +1.2% |
| Q4 2022 | $662,824 | +87.2% | 20,578 | +63.6% | 0.16% | +63.3% |
| Q3 2022 | $354,000 | -14.5% | 12,578 | -4.4% | 0.10% | +14.0% |
| Q2 2022 | $414,000 | -29.4% | 13,152 | -17.6% | 0.09% | -39.4% |
| Q1 2022 | $586,000 | -5.5% | 15,957 | -0.0% | 0.14% | +4.4% |
| Q4 2021 | $620,000 | +5.4% | 15,958 | +5.1% | 0.14% | -16.0% |
| Q3 2021 | $588,000 | +4.4% | 15,185 | +6.5% | 0.16% | -9.5% |
| Q2 2021 | $563,000 | +27.4% | 14,262 | +24.4% | 0.18% | -20.1% |
| Q1 2021 | $442,000 | -28.6% | 11,467 | -38.9% | 0.22% | -56.8% |
| Q2 2014 | $619,000 | +4.9% | 18,763 | +0.2% | 0.52% | -12.6% |
| Q1 2014 | $590,000 | 0.0% | 18,728 | +0.1% | 0.59% | -2.1% |
| Q4 2013 | $590,000 | – | 18,709 | – | 0.61% | – |
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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% |