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 | $2,173,796 | -9.8% | 64,010 | -5.3% | 0.45% | -9.4% |
| Q2 2023 | $2,409,305 | +0.1% | 67,582 | -2.3% | 0.50% | -5.8% |
| Q1 2023 | $2,406,084 | +2.3% | 69,140 | -5.3% | 0.53% | -2.9% |
| Q4 2022 | $2,352,685 | +7.2% | 73,042 | -6.4% | 0.55% | -0.7% |
| Q3 2022 | $2,194,000 | -9.0% | 77,997 | +1.7% | 0.55% | -6.3% |
| Q2 2022 | $2,411,000 | +10.4% | 76,672 | +28.9% | 0.59% | +4.4% |
| Q1 2022 | $2,183,000 | -13.2% | 59,462 | -8.1% | 0.56% | -15.6% |
| Q4 2021 | $2,516,000 | +1.3% | 64,738 | +0.9% | 0.67% | -7.2% |
| Q3 2021 | $2,484,000 | -2.9% | 64,184 | -0.5% | 0.72% | -2.7% |
| Q2 2021 | $2,558,000 | +7.0% | 64,521 | +1.5% | 0.74% | -2.2% |
| Q1 2021 | $2,391,000 | +3.3% | 63,567 | -1.1% | 0.76% | -1.2% |
| Q4 2020 | $2,314,000 | – | 64,250 | – | 0.76% | – |
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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% |