SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 941 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $122,061 | -20.7% | 3,424 | -22.6% | 0.11% | -25.9% |
| Q1 2023 | $153,924 | +4.2% | 4,423 | -3.5% | 0.15% | +3.5% |
| Q4 2022 | $147,698 | -17.9% | 4,585 | -28.4% | 0.14% | -22.0% |
| Q3 2022 | $180,000 | -24.7% | 6,407 | -17.1% | 0.18% | -20.2% |
| Q2 2022 | $239,000 | -23.6% | 7,733 | -9.1% | 0.23% | -14.0% |
| Q1 2022 | $313,000 | -14.2% | 8,511 | -9.5% | 0.26% | -9.6% |
| Q4 2021 | $365,000 | – | 9,400 | – | 0.29% | – |
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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% |