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 | $237,120 | -65.2% | 6,982 | -67.8% | 0.05% | -32.4% |
| Q2 2022 | $682,000 | -93.0% | 21,678 | -91.8% | 0.07% | -91.9% |
| Q1 2022 | $9,702,000 | +88.5% | 264,205 | +99.7% | 0.84% | +101.9% |
| Q4 2021 | $5,148,000 | +2.0% | 132,282 | +1.4% | 0.42% | -6.1% |
| Q3 2021 | $5,047,000 | -29.6% | 130,401 | -28.3% | 0.44% | +28.3% |
| Q2 2021 | $7,170,000 | +105.3% | 181,760 | +95.8% | 0.35% | -2.5% |
| Q1 2021 | $3,493,000 | -77.6% | 92,837 | -78.6% | 0.36% | -80.1% |
| Q4 2020 | $15,625,000 | +8.1% | 433,896 | +1.5% | 1.79% | +0.4% |
| Q3 2020 | $14,460,000 | +134.7% | 427,425 | +106.4% | 1.78% | +62.0% |
| Q2 2020 | $6,161,000 | +1784.1% | 207,102 | +1536.9% | 1.10% | +1468.6% |
| Q1 2020 | $327,000 | -97.6% | 12,652 | -96.9% | 0.07% | -97.4% |
| Q4 2019 | $13,871,000 | +39.8% | 412,463 | +32.5% | 2.65% | +37.6% |
| Q3 2019 | $9,920,000 | -95.6% | 311,376 | +4400.3% | 1.92% | +3598.1% |
| Q2 2019 | $223,823,000 | +104003.7% | 6,919 | +0.9% | 0.05% | -14.8% |
| Q1 2019 | $215,000 | -0.5% | 6,854 | -10.1% | 0.06% | -4.7% |
| Q4 2018 | $216,000 | -42.1% | 7,623 | -35.1% | 0.06% | -34.7% |
| Q3 2018 | $373,000 | +56.7% | 11,748 | +68.1% | 0.10% | +4.3% |
| Q4 2017 | $238,000 | +17.2% | 6,989 | +15.5% | 0.09% | -4.1% |
| Q3 2017 | $203,000 | – | 6,051 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Riverpoint Wealth Management Holdings, LLC | 969,014 | $27,626,000 | 22.42% |
| Personal Capital Advisors Corp | 16,035,075 | $443,851,000 | 13.21% |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 710,982 | $19,680,000 | 12.84% |
| Live Your Vision, LLC | 913,058 | $25,273,000 | 10.74% |
| Financial Engines Advisors L.L.C. | 7,628,401 | $211,154,000 | 10.39% |
| APPLETON GROUP, LLC | 280,370 | $7,761,000 | 10.25% |
| Highland Private Wealth Management | 708,288 | $19,605,000 | 10.07% |
| HBK Sorce Advisory LLC | 1,948,781 | $53,942,000 | 9.75% |
| VECTOR WEALTH MANAGEMENT, LLC | 493,780 | $13,668,000 | 9.59% |
| BCWM, LLC | 740,584 | $20,500,000 | 9.54% |