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 | $200,150 | -21.5% | 5,894 | -17.6% | 0.19% | -19.7% |
Q2 2023 | $255,104 | -7.3% | 7,156 | -9.5% | 0.23% | -12.1% |
Q1 2023 | $275,245 | +3.5% | 7,909 | -4.2% | 0.26% | +1.1% |
Q4 2022 | $266,007 | -5.7% | 8,259 | -17.6% | 0.26% | -17.9% |
Q3 2022 | $282,000 | -17.8% | 10,022 | -8.2% | 0.32% | -13.6% |
Q2 2022 | $343,000 | -19.5% | 10,914 | -5.9% | 0.37% | -12.8% |
Q1 2022 | $426,000 | -6.2% | 11,594 | -0.7% | 0.42% | -3.2% |
Q4 2021 | $454,000 | – | 11,674 | – | 0.44% | – |
Download |
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% |