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 | $1,132,906 | -5.3% | 33,360 | -0.6% | 0.09% | -5.2% |
Q2 2023 | $1,196,414 | -4.5% | 33,560 | -6.8% | 0.10% | -10.2% |
Q1 2023 | $1,252,452 | +11.6% | 35,990 | +3.3% | 0.11% | +10.2% |
Q4 2022 | $1,122,471 | +26.7% | 34,849 | +10.6% | 0.10% | +12.6% |
Q3 2022 | $886,000 | -12.9% | 31,502 | -2.6% | 0.09% | -12.1% |
Q2 2022 | $1,017,000 | -16.4% | 32,329 | -2.5% | 0.10% | -3.9% |
Q1 2022 | $1,217,000 | -1.9% | 33,146 | +3.8% | 0.10% | -3.7% |
Q4 2021 | $1,241,000 | +3.6% | 31,921 | +3.1% | 0.11% | -4.5% |
Q3 2021 | $1,198,000 | +28.7% | 30,957 | +31.2% | 0.11% | +25.8% |
Q2 2021 | $931,000 | +5.3% | 23,590 | +0.4% | 0.09% | -2.2% |
Q1 2021 | $884,000 | +29.4% | 23,490 | +23.9% | 0.09% | +15.2% |
Q4 2020 | $683,000 | +39.7% | 18,960 | +21.9% | 0.08% | +19.7% |
Q3 2020 | $489,000 | +6.5% | 15,558 | +0.9% | 0.07% | -5.7% |
Q2 2020 | $459,000 | +13.9% | 15,425 | -1.0% | 0.07% | -14.6% |
Q1 2020 | $403,000 | +6.3% | 15,588 | +38.3% | 0.08% | +32.3% |
Q4 2019 | $379,000 | – | 11,275 | – | 0.06% | – |
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% |