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 | $654,205 | -8.7% | 19,264 | -4.1% | 0.10% | +5.4% |
| Q2 2023 | $716,208 | +2.8% | 20,090 | +0.3% | 0.09% | +1.1% |
| Q1 2023 | $696,696 | +8.0% | 20,020 | 0.0% | 0.09% | +2.2% |
| Q4 2022 | $644,844 | +13.9% | 20,020 | -0.5% | 0.09% | -1.1% |
| Q3 2022 | $566,000 | -6.6% | 20,122 | +4.5% | 0.09% | -2.2% |
| Q2 2022 | $606,000 | -15.0% | 19,264 | -0.8% | 0.09% | -3.1% |
| Q1 2022 | $713,000 | -5.1% | 19,418 | +0.5% | 0.10% | -4.0% |
| Q4 2021 | $751,000 | -2.5% | 19,314 | 0.0% | 0.10% | -3.8% |
| Q3 2021 | $770,000 | +0.8% | 19,314 | -0.3% | 0.10% | -1.0% |
| Q2 2021 | $764,000 | +4.4% | 19,364 | -0.5% | 0.10% | -3.7% |
| Q1 2021 | $732,000 | +4.6% | 19,452 | 0.0% | 0.11% | -9.9% |
| Q4 2020 | $700,000 | – | 19,452 | – | 0.12% | – |
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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% |