SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 718 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 1.74 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $858,441 | -8.7% | 25,278 | -4.2% | 0.01% | 0.0% |
| Q2 2023 | $940,733 | +110056.1% | 26,388 | +7.5% | 0.01% | +11.1% |
| Q1 2023 | $854 | +7.6% | 24,558 | -0.5% | 0.01% | 0.0% |
| Q4 2022 | $794 | -99.9% | 24,675 | 0.0% | 0.01% | +12.5% |
| Q3 2022 | $694,000 | -10.9% | 24,675 | -0.1% | 0.01% | -11.1% |
| Q2 2022 | $779,000 | -14.3% | 24,708 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $909,000 | -60.0% | 24,708 | -58.0% | 0.01% | -18.2% |
| Q3 2021 | $2,274,000 | +103.6% | 58,814 | +107.6% | 0.01% | 0.0% |
| Q2 2021 | $1,117,000 | +5.7% | 28,334 | +0.8% | 0.01% | +10.0% |
| Q1 2021 | $1,057,000 | +9.3% | 28,100 | +4.7% | 0.01% | -9.1% |
| Q4 2020 | $967,000 | +21.2% | 26,850 | +5.7% | 0.01% | 0.0% |
| Q3 2020 | $798,000 | +18.9% | 25,394 | +12.7% | 0.01% | 0.0% |
| Q2 2020 | $671,000 | +13.7% | 22,532 | -1.3% | 0.01% | -8.3% |
| Q1 2020 | $590,000 | -30.4% | 22,832 | -9.5% | 0.01% | -7.7% |
| Q4 2019 | $848,000 | +5.1% | 25,221 | -0.2% | 0.01% | 0.0% |
| Q3 2019 | $807,000 | -4.2% | 25,269 | -3.6% | 0.01% | 0.0% |
| Q2 2019 | $842,000 | -5.3% | 26,203 | -7.7% | 0.01% | -7.1% |
| Q1 2019 | $889,000 | +48.4% | 28,385 | +34.4% | 0.01% | +40.0% |
| Q4 2018 | $599,000 | -18.6% | 21,124 | -3.8% | 0.01% | -9.1% |
| Q3 2018 | $736,000 | +2.5% | 21,965 | +1.1% | 0.01% | 0.0% |
| Q2 2018 | $718,000 | – | 21,733 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TimeScale Financial, Inc. | 2,483,581 | $64,175,000 | 19.97% |
| Wealthfront Advisers LLC | 62,593,885 | $1,617,426,000 | 14.69% |
| Matrix Trust Co | 2,043,996 | $52,817,000 | 14.27% |
| SVB Investment Services Inc. | 564,159 | $14,578,000 | 12.64% |
| Evergreen Advisors, LLC | 837,704 | $21,646,000 | 12.14% |
| Personal Capital Advisors Corp | 47,086,281 | $1,224,149,000 | 12.07% |
| Pacific Edge Advisors, LLC | 647,195 | $16,724,000 | 11.94% |
| Your Advocates Ltd., LLP | 518,042 | $13,386,000 | 11.56% |
| Harborview Advisors, LLC | 442,145 | $11,425,000 | 11.38% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 778,989 | $20,129,000 | 10.94% |