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 | $9,173,567 | -42.0% | 270,129 | -39.1% | 2.58% | +17.0% |
| Q2 2023 | $15,804,060 | +160.6% | 443,312 | +135.5% | 2.20% | +20.1% |
| Q1 2023 | $6,064,285 | 0.0% | 188,273 | 0.0% | 1.83% | 0.0% |
| Q4 2022 | $6,064,285 | +15.5% | 188,273 | +0.8% | 1.83% | +6.0% |
| Q3 2022 | $5,252,000 | -12.6% | 186,703 | -2.3% | 1.73% | -7.1% |
| Q2 2022 | $6,011,000 | -57.0% | 191,133 | -49.8% | 1.86% | -1.7% |
| Q1 2022 | $13,984,000 | +100.1% | 380,804 | +111.8% | 1.90% | +1.4% |
| Q4 2021 | $6,987,000 | +5.8% | 179,761 | +5.4% | 1.87% | +2.1% |
| Q3 2021 | $6,602,000 | – | 170,583 | – | 1.83% | – |
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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% |