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 | $7,928,650 | +0.4% | 233,470 | +5.4% | 2.65% | +3.3% |
| Q2 2023 | $7,895,538 | -9.2% | 221,474 | -14.3% | 2.57% | -9.7% |
| Q1 2023 | $8,696,774 | +117.7% | 258,497 | +108.4% | 2.84% | +99.4% |
| Q4 2022 | $3,994,774 | +16.7% | 124,023 | +1.9% | 1.43% | +14.9% |
| Q3 2022 | $3,422,000 | -5.3% | 121,664 | +5.9% | 1.24% | +0.7% |
| Q2 2022 | $3,613,000 | -26.9% | 114,880 | -14.6% | 1.23% | -14.5% |
| Q1 2022 | $4,941,000 | +27.2% | 134,555 | +34.6% | 1.44% | +29.2% |
| Q4 2021 | $3,885,000 | +11.0% | 99,941 | +10.5% | 1.12% | -38.0% |
| Q3 2021 | $3,501,000 | -3.9% | 90,465 | -2.1% | 1.80% | +58.5% |
| Q2 2021 | $3,644,000 | +11.1% | 92,380 | +6.0% | 1.14% | +4.0% |
| Q1 2021 | $3,279,000 | – | 87,168 | – | 1.09% | – |
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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% |