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 | $1,230,669 | -2.6% | 36,239 | +2.3% | 0.94% | +1.3% |
| Q2 2023 | $1,263,117 | -9.7% | 35,431 | -11.8% | 0.92% | -12.9% |
| Q1 2023 | $1,398,513 | +4.9% | 40,187 | -2.9% | 1.06% | +0.9% |
| Q4 2022 | $1,333,692 | +12.7% | 41,406 | -1.5% | 1.05% | +7.2% |
| Q3 2022 | $1,183,000 | -8.6% | 42,048 | +2.1% | 0.98% | -4.2% |
| Q2 2022 | $1,295,000 | -15.1% | 41,183 | -0.8% | 1.02% | +2.5% |
| Q1 2022 | $1,525,000 | -6.0% | 41,536 | -0.5% | 1.00% | +0.2% |
| Q4 2021 | $1,623,000 | +89.8% | 41,741 | +88.9% | 1.00% | +75.5% |
| Q3 2021 | $855,000 | +1.2% | 22,101 | +3.2% | 0.57% | +2.5% |
| Q2 2021 | $845,000 | +10.0% | 21,413 | +4.8% | 0.55% | -1.2% |
| Q1 2021 | $768,000 | +8.3% | 20,427 | +3.8% | 0.56% | -3.6% |
| Q4 2020 | $709,000 | +48.9% | 19,678 | +29.9% | 0.58% | +32.9% |
| Q3 2020 | $476,000 | +1.5% | 15,151 | -3.9% | 0.44% | +2.3% |
| Q2 2020 | $469,000 | -8.9% | 15,767 | -20.9% | 0.43% | -21.2% |
| Q1 2020 | $515,000 | -52.1% | 19,924 | -37.7% | 0.54% | -44.1% |
| Q4 2019 | $1,076,000 | +4.9% | 31,987 | -0.7% | 0.97% | -4.1% |
| Q3 2019 | $1,026,000 | -2.4% | 32,202 | -1.7% | 1.01% | -3.1% |
| Q2 2019 | $1,051,000 | +4.1% | 32,752 | +1.5% | 1.05% | +3.9% |
| Q1 2019 | $1,010,000 | -6.0% | 32,271 | -14.9% | 1.01% | -13.6% |
| Q4 2018 | $1,075,000 | +22.9% | 37,917 | +45.2% | 1.17% | +40.7% |
| Q3 2018 | $875,000 | +11.9% | 26,110 | +10.3% | 0.83% | +14.3% |
| Q2 2018 | $782,000 | +15.5% | 23,670 | +17.8% | 0.72% | +17.1% |
| Q1 2018 | $677,000 | +28.0% | 20,086 | +29.4% | 0.62% | +35.7% |
| Q4 2017 | $529,000 | – | 15,527 | – | 0.46% | – |
Download | ||||||
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% |