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 | $9,317,639 | -1.9% | 274,371 | +3.0% | 0.58% | -4.3% |
| Q2 2023 | $9,498,479 | +9.1% | 266,437 | +6.5% | 0.60% | +3.6% |
| Q1 2023 | $8,706,438 | +1071.3% | 250,185 | +984.1% | 0.58% | +1017.3% |
| Q4 2022 | $743,342 | +143.7% | 23,078 | +113.1% | 0.05% | +108.0% |
| Q3 2022 | $305,000 | -10.6% | 10,832 | 0.0% | 0.02% | -16.7% |
| Q2 2022 | $341,000 | -17.2% | 10,832 | -3.5% | 0.03% | -14.3% |
| Q1 2022 | $412,000 | -8.0% | 11,222 | -2.7% | 0.04% | -12.5% |
| Q4 2021 | $448,000 | +1.8% | 11,533 | +1.4% | 0.04% | -11.1% |
| Q3 2021 | $440,000 | -11.6% | 11,375 | -9.9% | 0.04% | -16.7% |
| Q2 2021 | $498,000 | +16.4% | 12,622 | +11.1% | 0.05% | -10.0% |
| Q1 2021 | $428,000 | +37.6% | 11,364 | +31.3% | 0.06% | +3.4% |
| Q4 2020 | $311,000 | +24.4% | 8,657 | +8.4% | 0.06% | +5.5% |
| Q3 2020 | $250,000 | -10.7% | 7,987 | -15.1% | 0.06% | -16.7% |
| Q2 2020 | $280,000 | -35.3% | 9,408 | -43.8% | 0.07% | -44.1% |
| Q1 2020 | $433,000 | -95.6% | 16,742 | -94.3% | 0.12% | -96.2% |
| Q4 2019 | $9,820,000 | +470.9% | 292,009 | +441.0% | 3.14% | +270.8% |
| Q3 2019 | $1,720,000 | +20.4% | 53,971 | +21.1% | 0.85% | -2.1% |
| Q2 2019 | $1,429,000 | +2.6% | 44,560 | +0.1% | 0.86% | +28.6% |
| Q1 2019 | $1,393,000 | +5956.5% | 44,495 | +5159.5% | 0.67% | +6009.1% |
| Q4 2018 | $23,000 | +1050.0% | 846 | +1739.1% | 0.01% | +1000.0% |
| Q3 2018 | $2,000 | +100.0% | 46 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $1,000 | -50.0% | 46 | -17.9% | 0.00% | 0.0% |
| Q1 2018 | $2,000 | +100.0% | 56 | +64.7% | 0.00% | 0.0% |
| Q4 2017 | $1,000 | – | 34 | – | 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% |