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 | $5,025,706 | -4.9% | 147,989 | -0.2% | 2.89% | -14.6% |
| Q2 2023 | $5,286,253 | +1.6% | 148,282 | -0.8% | 3.39% | -15.7% |
| Q1 2023 | $5,201,626 | +10.4% | 149,472 | +2.2% | 4.02% | -11.8% |
| Q4 2022 | $4,712,548 | +14.6% | 146,307 | +0.1% | 4.55% | +2.9% |
| Q3 2022 | $4,112,000 | -9.3% | 146,193 | +1.4% | 4.42% | -1.1% |
| Q2 2022 | $4,536,000 | -13.7% | 144,219 | +0.7% | 4.47% | +5.6% |
| Q1 2022 | $5,259,000 | -3.9% | 143,225 | +1.7% | 4.24% | +18.1% |
| Q4 2021 | $5,475,000 | +7.8% | 140,854 | +7.3% | 3.59% | +8.1% |
| Q3 2021 | $5,080,000 | -3.1% | 131,269 | -1.3% | 3.32% | +0.7% |
| Q2 2021 | $5,245,000 | +8.8% | 132,962 | +3.8% | 3.30% | +1.0% |
| Q1 2021 | $4,820,000 | +11.1% | 128,128 | +6.3% | 3.26% | +7.8% |
| Q4 2020 | $4,339,000 | +12.8% | 120,482 | -1.7% | 3.03% | +1.3% |
| Q3 2020 | $3,848,000 | -1.8% | 122,555 | -7.0% | 2.99% | -12.7% |
| Q2 2020 | $3,919,000 | -4.0% | 131,745 | -16.6% | 3.42% | -20.1% |
| Q1 2020 | $4,081,000 | -22.6% | 157,926 | +0.7% | 4.28% | +18.6% |
| Q4 2019 | $5,275,000 | – | 156,851 | – | 3.61% | – |
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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% |