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 | $6,619,882 | -6.2% | 194,932 | -1.5% | 0.25% | -7.5% |
| Q2 2023 | $7,057,016 | +1.5% | 197,953 | -0.9% | 0.27% | -8.2% |
| Q1 2023 | $6,953,851 | +1.6% | 199,823 | -5.9% | 0.29% | -11.0% |
| Q4 2022 | $6,842,242 | +12.9% | 212,426 | -1.4% | 0.33% | +1.9% |
| Q3 2022 | $6,059,000 | -8.8% | 215,410 | +2.0% | 0.32% | -8.0% |
| Q2 2022 | $6,640,000 | -14.3% | 211,132 | +0.0% | 0.35% | -2.5% |
| Q1 2022 | $7,750,000 | -7.1% | 211,074 | -1.6% | 0.36% | -4.5% |
| Q4 2021 | $8,340,000 | -0.0% | 214,569 | -0.5% | 0.38% | -11.8% |
| Q3 2021 | $8,343,000 | -3.5% | 215,588 | -1.6% | 0.42% | -7.2% |
| Q2 2021 | $8,643,000 | +2.9% | 219,075 | -1.9% | 0.46% | -6.0% |
| Q1 2021 | $8,400,000 | +0.0% | 223,274 | -4.2% | 0.49% | -7.2% |
| Q4 2020 | $8,396,000 | +16.7% | 233,147 | +1.7% | 0.52% | -2.6% |
| Q3 2020 | $7,196,000 | -2.6% | 229,185 | -7.7% | 0.54% | -15.4% |
| Q2 2020 | $7,388,000 | +5.6% | 248,320 | -8.3% | 0.64% | -17.5% |
| Q1 2020 | $6,995,000 | +20.7% | 270,719 | +57.1% | 0.77% | +38.6% |
| Q4 2019 | $5,796,000 | -1.1% | 172,352 | -6.3% | 0.56% | -11.0% |
| Q3 2019 | $5,860,000 | +5.6% | 183,942 | +6.4% | 0.63% | +0.6% |
| Q2 2019 | $5,548,000 | +2.7% | 172,890 | +0.2% | 0.62% | -0.8% |
| Q1 2019 | $5,404,000 | +27.5% | 172,583 | +15.4% | 0.63% | +13.6% |
| Q4 2018 | $4,239,000 | +83.9% | 149,515 | +117.5% | 0.55% | +82.2% |
| Q3 2018 | $2,305,000 | +37.6% | 68,741 | +35.6% | 0.30% | +22.7% |
| Q2 2018 | $1,675,000 | +19.6% | 50,687 | +22.1% | 0.25% | +9.3% |
| Q1 2018 | $1,400,000 | +31.1% | 41,520 | +32.5% | 0.23% | +23.5% |
| Q4 2017 | $1,068,000 | +1.8% | 31,345 | -0.0% | 0.18% | -4.7% |
| Q3 2017 | $1,049,000 | +5.7% | 31,353 | +0.4% | 0.19% | +2.1% |
| Q2 2017 | $992,000 | +6.3% | 31,223 | 0.0% | 0.19% | +3.9% |
| Q1 2017 | $933,000 | -11.6% | 31,223 | -18.1% | 0.18% | -13.8% |
| Q4 2016 | $1,056,000 | +410.1% | 38,143 | +429.8% | 0.21% | +320.0% |
| Q3 2016 | $207,000 | -5.0% | 7,200 | 0.0% | 0.05% | -33.3% |
| Q2 2015 | $218,000 | – | 7,200 | – | 0.08% | – |
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% |