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 | $350,628 | +5.8% | 10,325 | +11.1% | 0.02% | +5.9% |
| Q2 2023 | $331,270 | -14.6% | 9,292 | -16.6% | 0.02% | -22.7% |
| Q1 2023 | $387,745 | +2.7% | 11,142 | -5.0% | 0.02% | -8.3% |
| Q4 2022 | $377,634 | -6.1% | 11,724 | -18.0% | 0.02% | -22.6% |
| Q3 2022 | $402,000 | +83.6% | 14,300 | +105.6% | 0.03% | +63.2% |
| Q2 2022 | $219,000 | -13.8% | 6,955 | +0.5% | 0.02% | 0.0% |
| Q1 2022 | $254,000 | -8.0% | 6,919 | -2.6% | 0.02% | -5.0% |
| Q4 2021 | $276,000 | +1.5% | 7,107 | +1.3% | 0.02% | -9.1% |
| Q3 2021 | $272,000 | -29.2% | 7,017 | -27.9% | 0.02% | -8.3% |
| Q2 2021 | $384,000 | +67.7% | 9,738 | +59.8% | 0.02% | +50.0% |
| Q1 2021 | $229,000 | +2.2% | 6,092 | -1.9% | 0.02% | -15.8% |
| Q4 2020 | $224,000 | -20.8% | 6,210 | -26.2% | 0.02% | -44.1% |
| Q4 2019 | $283,000 | – | 8,419 | +76436.4% | 0.03% | – |
| Q4 2016 | $0 | – | 11 | – | 0.00% | – |
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% |