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 | $4,406,562 | +27.7% | 129,757 | +34.0% | 4.29% | +13.0% |
| Q2 2023 | $3,451,027 | -27.5% | 96,803 | -29.3% | 3.80% | -16.6% |
| Q1 2023 | $4,763,031 | +8.2% | 136,869 | +0.2% | 4.55% | +0.9% |
| Q4 2022 | $4,400,296 | +19.4% | 136,613 | +4.3% | 4.51% | +5.1% |
| Q3 2022 | $3,686,000 | -11.9% | 131,035 | -1.6% | 4.29% | -5.4% |
| Q2 2022 | $4,186,000 | -4.8% | 133,105 | +11.2% | 4.54% | +5.3% |
| Q1 2022 | $4,395,000 | +3.9% | 119,701 | +10.0% | 4.31% | +6.9% |
| Q4 2021 | $4,229,000 | – | 108,801 | – | 4.03% | – |
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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% |