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 | $34,893,628 | +2.9% | 1,027,492 | +4.5% | 3.93% | -3.8% |
| Q2 2023 | $33,912,873 | -1.2% | 983,552 | -0.2% | 4.09% | -1.4% |
| Q1 2023 | $34,308,728 | +14.4% | 985,883 | +5.9% | 4.14% | +5.0% |
| Q4 2022 | $29,978,780 | +414.5% | 930,729 | +349.3% | 3.95% | +302.8% |
| Q3 2022 | $5,827,000 | +223.2% | 207,131 | +261.3% | 0.98% | +162.7% |
| Q2 2022 | $1,803,000 | +17.8% | 57,328 | +37.5% | 0.37% | +39.2% |
| Q1 2022 | $1,531,000 | -63.0% | 41,693 | -60.8% | 0.27% | -60.1% |
| Q4 2021 | $4,135,000 | -74.7% | 106,381 | -74.8% | 0.67% | -79.1% |
| Q3 2021 | $16,326,000 | +0.1% | 421,853 | +2.1% | 3.21% | +0.0% |
| Q2 2021 | $16,307,000 | +5.7% | 413,351 | +2.2% | 3.21% | +0.4% |
| Q1 2021 | $15,428,000 | +38.2% | 404,410 | +30.5% | 3.20% | +19.4% |
| Q4 2020 | $11,162,000 | +65.4% | 309,972 | +44.2% | 2.68% | +29.1% |
| Q3 2020 | $6,750,000 | +6.1% | 214,965 | +0.6% | 2.07% | -2.0% |
| Q2 2020 | $6,359,000 | +91.8% | 213,600 | +66.5% | 2.12% | +54.0% |
| Q1 2020 | $3,315,000 | -45.9% | 128,301 | -29.6% | 1.37% | -42.4% |
| Q4 2019 | $6,128,000 | +17.8% | 182,225 | +10.5% | 2.38% | -1.7% |
| Q3 2019 | $5,202,000 | – | 164,892 | – | 2.42% | – |
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% |