SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 973 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,221,018 | +3.4% | 124,294 | +8.6% | 1.16% | +5.3% |
| Q2 2023 | $4,080,600 | +20.5% | 114,463 | +17.6% | 1.10% | +9.6% |
| Q1 2023 | $3,387,597 | +27.1% | 97,345 | +17.6% | 1.01% | +15.4% |
| Q4 2022 | $2,665,659 | +104.9% | 82,759 | +79.0% | 0.87% | +86.3% |
| Q3 2022 | $1,301,000 | +0.6% | 46,246 | +12.5% | 0.47% | +5.6% |
| Q2 2022 | $1,293,000 | -5.3% | 41,107 | +10.5% | 0.44% | +7.8% |
| Q1 2022 | $1,366,000 | -4.3% | 37,192 | +1.3% | 0.41% | -3.1% |
| Q4 2021 | $1,427,000 | +13.3% | 36,702 | +12.7% | 0.42% | -0.5% |
| Q3 2021 | $1,260,000 | +10.9% | 32,559 | +13.1% | 0.43% | +7.8% |
| Q2 2021 | $1,136,000 | +21.6% | 28,790 | +16.0% | 0.40% | +9.4% |
| Q1 2021 | $934,000 | +12.3% | 24,828 | +7.4% | 0.36% | +3.1% |
| Q4 2020 | $832,000 | +25.5% | 23,118 | +9.6% | 0.35% | +10.4% |
| Q3 2020 | $663,000 | 0.0% | 21,099 | -5.3% | 0.32% | -9.4% |
| Q2 2020 | $663,000 | +16.3% | 22,278 | +1.0% | 0.35% | -4.1% |
| Q1 2020 | $570,000 | -8.7% | 22,050 | +18.8% | 0.36% | +7.0% |
| Q4 2019 | $624,000 | +10.8% | 18,568 | +5.1% | 0.34% | 0.0% |
| Q3 2019 | $563,000 | +2.4% | 17,660 | +3.0% | 0.34% | +3.3% |
| Q2 2019 | $550,000 | +0.4% | 17,152 | -2.0% | 0.33% | -7.6% |
| Q1 2019 | $548,000 | -24.7% | 17,501 | -31.8% | 0.36% | -32.0% |
| Q4 2018 | $728,000 | – | 25,663 | – | 0.52% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Riverpoint Wealth Management Holdings, LLC | 969,014 | $27,626,000 | 22.42% |
| Personal Capital Advisors Corp | 16,035,075 | $443,851,000 | 13.21% |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 710,982 | $19,680,000 | 12.84% |
| Live Your Vision, LLC | 913,058 | $25,273,000 | 10.74% |
| Financial Engines Advisors L.L.C. | 7,628,401 | $211,154,000 | 10.39% |
| APPLETON GROUP, LLC | 280,370 | $7,761,000 | 10.25% |
| Highland Private Wealth Management | 708,288 | $19,605,000 | 10.07% |
| HBK Sorce Advisory LLC | 1,948,781 | $53,942,000 | 9.75% |
| VECTOR WEALTH MANAGEMENT, LLC | 493,780 | $13,668,000 | 9.59% |
| BCWM, LLC | 740,584 | $20,500,000 | 9.54% |