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 | $2,316,573 | -10.3% | 68,215 | -5.8% | 0.14% | -8.4% |
| Q2 2023 | $2,582,050 | +17.7% | 72,428 | +14.9% | 0.16% | +11.5% |
| Q1 2023 | $2,194,047 | +12.6% | 63,047 | +4.2% | 0.14% | -4.8% |
| Q4 2022 | $1,948,168 | -5.4% | 60,483 | -17.4% | 0.15% | -13.6% |
| Q3 2022 | $2,060,000 | +14.8% | 73,222 | +28.4% | 0.17% | +32.0% |
| Q2 2022 | $1,794,000 | -4.2% | 57,042 | +11.8% | 0.13% | -16.9% |
| Q1 2022 | $1,873,000 | +6.8% | 51,009 | +13.0% | 0.15% | +1.3% |
| Q4 2021 | $1,754,000 | +3.2% | 45,131 | +2.7% | 0.15% | -8.4% |
| Q3 2021 | $1,700,000 | -0.8% | 43,934 | +1.1% | 0.17% | -15.7% |
| Q2 2021 | $1,714,000 | +12.5% | 43,439 | +7.3% | 0.20% | -16.2% |
| Q1 2021 | $1,523,000 | +54.5% | 40,495 | +47.6% | 0.24% | +29.1% |
| Q4 2020 | $986,000 | – | 27,430 | – | 0.18% | – |
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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% |