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 | $208,486,226 | -5.5% | 6,139,170 | -0.8% | 5.55% | +2.4% |
| Q2 2023 | $220,543,507 | -0.9% | 6,186,354 | -3.3% | 5.42% | -17.2% |
| Q1 2023 | $222,530,290 | +103952.7% | 6,394,549 | -3.7% | 6.55% | +4.1% |
| Q4 2022 | $213,863 | -99.9% | 6,639,652 | -4.1% | 6.29% | +9.3% |
| Q3 2022 | $194,801,000 | -12.5% | 6,925,010 | -2.2% | 5.75% | -6.4% |
| Q2 2022 | $222,641,000 | -20.6% | 7,079,201 | -7.3% | 6.15% | -4.4% |
| Q1 2022 | $280,520,000 | -11.1% | 7,639,423 | -5.9% | 6.44% | -7.0% |
| Q4 2021 | $315,545,000 | -1.5% | 8,117,949 | -1.9% | 6.92% | +1.3% |
| Q3 2021 | $320,336,000 | -12.2% | 8,277,422 | -10.5% | 6.83% | -0.7% |
| Q2 2021 | $364,962,000 | -4.3% | 9,251,243 | -8.7% | 6.88% | -4.7% |
| Q1 2021 | $381,232,000 | -48.4% | 10,133,767 | -50.6% | 7.22% | -1.5% |
| Q4 2020 | $738,166,000 | +116.0% | 20,498,904 | +88.4% | 7.33% | +4.5% |
| Q3 2020 | $341,725,000 | +2.5% | 10,882,960 | -2.9% | 7.01% | -4.0% |
| Q2 2020 | $333,527,000 | +47.0% | 11,210,983 | +27.7% | 7.31% | +3.3% |
| Q1 2020 | $226,913,000 | – | 8,781,450 | – | 7.07% | – |
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% |