Single Point Partners, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 985 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.30 and the average weighting 1.1%.

Quarter-by-quarter ownership
Single Point Partners, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$986
-50.2%
29,041
-48.9%
0.26%
-40.0%
Q1 2023$1,978
+5.3%
56,847
-2.5%
0.43%
-4.2%
Q4 2022$1,878
-99.9%
58,290
-11.7%
0.45%
-11.6%
Q3 2022$1,856,00065,9840.51%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2023
NameSharesValueWeighting ↓
Financial Engines Advisors L.L.C. 37,307,305$1,233,005,00029.32%
MCIA Inc 674,064$22,278,00021.75%
Riverpoint Wealth Management Holdings, LLC 1,172,299$38,744,00021.53%
COOPER/HAIMS ADVISORS, LLC 615,312$20,336,00015.04%
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 862,045$28,491,00015.00%
Pacific Edge Advisors, LLC 799,480$26,423,00014.57%
TD Ameritrade Trust Co 1,118,129$36,954,00014.06%
OGOREK ANTHONY JOSEPH /NY/ /ADV 543,684$17,968,00014.00%
Peachtree Investment Advisors, Inc. 569,439$18,820,00013.63%
Apriem Advisors 1,793,436$59,273,00013.32%
View complete list of SCHWAB STRATEGIC TR shareholders