SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 973 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,562,275 | -5.5% | 163,789 | -0.8% | 0.31% | -3.1% |
| Q2 2023 | $5,884,889 | +3.2% | 165,074 | +0.8% | 0.32% | -1.8% |
| Q1 2023 | $5,701,076 | +19.3% | 163,824 | +10.5% | 0.33% | +10.4% |
| Q4 2022 | $4,777,516 | +9.4% | 148,324 | -4.5% | 0.30% | +2.4% |
| Q3 2022 | $4,367,000 | -24.2% | 155,254 | -15.3% | 0.29% | -17.4% |
| Q2 2022 | $5,762,000 | -14.4% | 183,199 | -0.1% | 0.35% | -0.3% |
| Q1 2022 | $6,732,000 | -5.5% | 183,335 | +0.0% | 0.35% | -2.5% |
| Q4 2021 | $7,126,000 | -1.4% | 183,332 | -1.9% | 0.36% | -11.1% |
| Q3 2021 | $7,230,000 | +0.8% | 186,825 | +2.7% | 0.41% | -1.5% |
| Q2 2021 | $7,175,000 | +23.2% | 181,877 | +17.5% | 0.41% | +6.5% |
| Q1 2021 | $5,823,000 | +3.6% | 154,780 | -0.8% | 0.39% | -3.7% |
| Q4 2020 | $5,620,000 | +14.7% | 156,065 | 0.0% | 0.40% | +5.5% |
| Q3 2020 | $4,900,000 | +5.5% | 156,065 | 0.0% | 0.38% | -4.0% |
| Q2 2020 | $4,643,000 | +5.0% | 156,065 | -8.8% | 0.40% | -10.6% |
| Q1 2020 | $4,421,000 | -24.3% | 171,095 | -1.5% | 0.44% | -4.5% |
| Q4 2019 | $5,841,000 | +5.5% | 173,685 | -0.0% | 0.46% | +2.0% |
| Q3 2019 | $5,534,000 | +4.0% | 173,705 | +4.8% | 0.46% | -0.2% |
| Q2 2019 | $5,320,000 | +2.5% | 165,785 | +0.0% | 0.46% | -0.4% |
| Q1 2019 | $5,190,000 | +9.1% | 165,765 | -1.2% | 0.46% | -0.4% |
| Q4 2018 | $4,756,000 | – | 167,775 | – | 0.46% | – |
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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% |