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 | $1,536,512 | -4.7% | 45,245 | 0.0% | 0.74% | -0.5% |
Q2 2023 | $1,612,976 | +1.3% | 45,245 | -1.1% | 0.74% | -1.6% |
Q1 2023 | $1,591,889 | +80.4% | 45,744 | +67.0% | 0.75% | +72.5% |
Q4 2022 | $882,326 | +14.6% | 27,393 | +0.1% | 0.44% | +15.6% |
Q3 2022 | $770,000 | -9.2% | 27,356 | +1.4% | 0.38% | -7.1% |
Q2 2022 | $848,000 | -14.3% | 26,975 | +0.0% | 0.41% | +2.0% |
Q1 2022 | $990,000 | -5.8% | 26,965 | -0.3% | 0.40% | +18.4% |
Q4 2021 | $1,051,000 | +3.2% | 27,050 | +2.8% | 0.34% | -3.2% |
Q3 2021 | $1,018,000 | -7.5% | 26,307 | -5.7% | 0.35% | -3.3% |
Q2 2021 | $1,100,000 | +4.5% | 27,887 | -0.3% | 0.36% | -9.3% |
Q1 2021 | $1,053,000 | -2.0% | 27,980 | -6.2% | 0.40% | -28.3% |
Q4 2020 | $1,074,000 | +4.4% | 29,826 | -9.0% | 0.55% | -4.0% |
Q3 2020 | $1,029,000 | -22.6% | 32,766 | -26.7% | 0.58% | -31.1% |
Q2 2020 | $1,330,000 | -4.8% | 44,710 | -17.3% | 0.84% | -19.8% |
Q1 2020 | $1,397,000 | -38.2% | 54,080 | -19.5% | 1.04% | -42.8% |
Q4 2019 | $2,260,000 | +6.8% | 67,190 | +1.1% | 1.83% | +14.1% |
Q3 2019 | $2,117,000 | -1.2% | 66,444 | -0.5% | 1.60% | -3.5% |
Q2 2019 | $2,142,000 | +0.9% | 66,764 | -1.6% | 1.66% | -3.3% |
Q1 2019 | $2,123,000 | +20.9% | 67,819 | +9.5% | 1.72% | -13.7% |
Q4 2018 | $1,756,000 | – | 61,956 | – | 1.99% | – |
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% |