SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 966 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,741,205 | -7.0% | 110,165 | -2.4% | 3.45% | -3.2% |
| Q2 2023 | $4,022,961 | -0.5% | 112,846 | -2.9% | 3.56% | -3.6% |
| Q1 2023 | $4,042,998 | +3.5% | 116,178 | -4.2% | 3.69% | -2.4% |
| Q4 2022 | $3,904,564 | +18.2% | 121,222 | +3.3% | 3.78% | +10.0% |
| Q3 2022 | $3,302,000 | -5.9% | 117,381 | +5.2% | 3.44% | +1.7% |
| Q2 2022 | $3,510,000 | -31.2% | 111,619 | -19.6% | 3.38% | -20.3% |
| Q1 2022 | $5,099,000 | -1.8% | 138,855 | +3.9% | 4.24% | +13.6% |
| Q4 2021 | $5,195,000 | +3.3% | 133,651 | +2.8% | 3.73% | +1.4% |
| Q3 2021 | $5,029,000 | -0.3% | 129,961 | +1.7% | 3.68% | +1.2% |
| Q2 2021 | $5,043,000 | +2.9% | 127,837 | -1.9% | 3.64% | -0.5% |
| Q1 2021 | $4,903,000 | +8.9% | 130,327 | +4.2% | 3.66% | -7.3% |
| Q4 2020 | $4,504,000 | +18.3% | 125,089 | +3.1% | 3.95% | -0.4% |
| Q3 2020 | $3,808,000 | +3.6% | 121,283 | -1.8% | 3.96% | -3.2% |
| Q2 2020 | $3,674,000 | +73.5% | 123,487 | +50.7% | 4.09% | +45.8% |
| Q1 2020 | $2,118,000 | -75.3% | 81,958 | -67.9% | 2.80% | -66.4% |
| Q4 2019 | $8,580,000 | – | 255,125 | – | 8.34% | – |
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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% |