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 | $603,945 | +92671.9% | 17,784 | -2.7% | 0.28% | -4.1% |
| Q2 2023 | $651 | +2.5% | 18,269 | +0.1% | 0.29% | -4.9% |
| Q1 2023 | $635 | +12.2% | 18,254 | +3.9% | 0.30% | +4.5% |
| Q4 2022 | $566 | -99.9% | 17,574 | -4.3% | 0.29% | +9.4% |
| Q3 2022 | $516,000 | -10.7% | 18,356 | -0.1% | 0.27% | -6.0% |
| Q2 2022 | $578,000 | -14.4% | 18,373 | 0.0% | 0.28% | +4.4% |
| Q1 2022 | $675,000 | -5.5% | 18,373 | +0.1% | 0.27% | +2.3% |
| Q4 2021 | $714,000 | +0.6% | 18,348 | 0.0% | 0.27% | -11.3% |
| Q3 2021 | $710,000 | -1.4% | 18,348 | 0.0% | 0.30% | +1.7% |
| Q2 2021 | $720,000 | +11.3% | 18,348 | +6.7% | 0.30% | -5.8% |
| Q1 2021 | $647,000 | +4.5% | 17,198 | 0.0% | 0.31% | -1.3% |
| Q4 2020 | $619,000 | +1.8% | 17,198 | 0.0% | 0.32% | -1.6% |
| Q3 2020 | $608,000 | +30.8% | 17,198 | +10.0% | 0.32% | +11.8% |
| Q2 2020 | $465,000 | +6.4% | 15,638 | -1.7% | 0.29% | -2.4% |
| Q1 2020 | $437,000 | -8.0% | 15,914 | +12.8% | 0.30% | -4.8% |
| Q4 2019 | $475,000 | +6.7% | 14,114 | +1.0% | 0.31% | -2.2% |
| Q3 2019 | $445,000 | -1.8% | 13,977 | -0.1% | 0.32% | -3.9% |
| Q2 2019 | $453,000 | +3.9% | 13,995 | +0.5% | 0.33% | -2.9% |
| Q1 2019 | $436,000 | +9.0% | 13,920 | -1.4% | 0.34% | -2.3% |
| Q4 2018 | $400,000 | -7.4% | 14,120 | -1.4% | 0.35% | +14.9% |
| Q3 2018 | $432,000 | -10.9% | 14,326 | +0.3% | 0.30% | -2.3% |
| Q2 2018 | $485,000 | -1.2% | 14,281 | -1.9% | 0.31% | -9.9% |
| Q1 2018 | $491,000 | +1.2% | 14,556 | +2.2% | 0.34% | -10.9% |
| Q4 2017 | $485,000 | – | 14,236 | – | 0.39% | – |
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% |