SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 985 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.13 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $697,698 | -2.6% | 20,545 | +4.4% | 0.22% | -2.7% |
| Q2 2023 | $716,362 | +5.4% | 19,686 | +3.6% | 0.22% | -5.9% |
| Q1 2023 | $679,611 | +15.6% | 18,999 | +4.1% | 0.24% | -0.4% |
| Q4 2022 | $588,138 | +18.3% | 18,259 | +3.3% | 0.24% | -0.4% |
| Q3 2022 | $497,000 | -9.1% | 17,679 | +1.6% | 0.24% | -12.5% |
| Q2 2022 | $547,000 | -37.1% | 17,396 | -26.5% | 0.27% | -89.5% |
| Q1 2022 | $869,000 | – | 23,676 | – | 2.60% | – |
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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% |