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 | $214,469 | -2.9% | 6,315 | +1.9% | 0.10% | 0.0% |
| Q2 2023 | $220,935 | -4.5% | 6,197 | -6.8% | 0.10% | -10.4% |
| Q1 2023 | $231,420 | -6.8% | 6,650 | -13.8% | 0.12% | -11.5% |
| Q4 2022 | $248,404 | +18.9% | 7,712 | +3.7% | 0.13% | +8.3% |
| Q3 2022 | $209,000 | -15.7% | 7,436 | -5.9% | 0.12% | -12.4% |
| Q2 2022 | $248,000 | -14.2% | 7,900 | +0.2% | 0.14% | -1.4% |
| Q1 2022 | $289,000 | -1.4% | 7,883 | +4.5% | 0.14% | +0.7% |
| Q4 2021 | $293,000 | +33.2% | 7,545 | +23.6% | 0.14% | +3.8% |
| Q4 2020 | $220,000 | – | 6,102 | – | 0.13% | – |
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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% |