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 | $1,494 | -4.8% | 44 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $1,569 | – | 44 | +2100.0% | 0.00% | – |
| Q3 2020 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q2 2020 | $0 | -100.0% | 2 | -99.8% | 0.00% | -100.0% |
| Q1 2020 | $26,000 | -23.5% | 1,018 | -0.3% | 0.02% | -19.0% |
| Q4 2019 | $34,000 | -85.0% | 1,021 | -85.7% | 0.02% | -80.4% |
| Q3 2019 | $227,000 | -28.8% | 7,115 | -28.5% | 0.11% | -31.0% |
| Q2 2019 | $319,000 | +65.3% | 9,951 | +61.5% | 0.16% | +53.5% |
| Q1 2019 | $193,000 | +9.0% | 6,161 | -1.5% | 0.10% | -5.6% |
| Q4 2018 | $177,000 | -17.7% | 6,253 | -2.4% | 0.11% | -11.6% |
| Q3 2018 | $215,000 | -6.1% | 6,405 | -7.5% | 0.12% | -8.3% |
| Q2 2018 | $229,000 | +49.7% | 6,927 | +52.8% | 0.13% | +57.1% |
| Q1 2018 | $153,000 | +264.3% | 4,534 | +265.9% | 0.08% | +223.1% |
| Q4 2017 | $42,000 | +133.3% | 1,239 | +131.2% | 0.03% | +116.7% |
| Q3 2017 | $18,000 | – | 536 | – | 0.01% | – |
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% |