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 | $6,102,359 | -6.8% | 179,693 | -2.1% | 0.78% | +3.2% |
| Q2 2023 | $6,544,954 | +5.5% | 183,589 | +3.0% | 0.76% | -3.5% |
| Q1 2023 | $6,201,013 | +13.0% | 178,190 | +4.6% | 0.79% | +9.3% |
| Q4 2022 | $5,488,295 | +16.9% | 170,391 | +2.1% | 0.72% | +2.3% |
| Q3 2022 | $4,695,000 | -47.1% | 166,897 | -40.8% | 0.71% | -45.2% |
| Q2 2022 | $8,868,000 | -30.6% | 281,968 | -19.0% | 1.29% | -27.5% |
| Q1 2022 | $12,780,000 | +3.4% | 348,052 | +9.5% | 1.78% | +2.0% |
| Q4 2021 | $12,356,000 | +3.3% | 317,879 | +2.8% | 1.74% | -5.9% |
| Q3 2021 | $11,962,000 | +6.5% | 309,084 | +8.6% | 1.85% | +4.0% |
| Q2 2021 | $11,230,000 | +68.4% | 284,675 | +60.6% | 1.78% | +46.4% |
| Q1 2021 | $6,669,000 | +262.4% | 177,278 | +246.9% | 1.22% | +256.6% |
| Q4 2020 | $1,840,000 | +32.2% | 51,099 | +15.3% | 0.34% | +4.3% |
| Q3 2020 | $1,392,000 | +3.9% | 44,332 | -1.5% | 0.33% | -6.0% |
| Q2 2020 | $1,340,000 | +126.0% | 45,026 | +96.3% | 0.35% | +89.1% |
| Q1 2020 | $593,000 | -96.1% | 22,937 | -94.9% | 0.18% | -93.6% |
| Q4 2019 | $15,034,000 | – | 447,048 | – | 2.90% | – |
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% |