SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 927 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $37,113 | -4.1% | 1,092,847 | +0.7% | 6.58% | -1.7% |
| Q2 2023 | $38,681 | +3.0% | 1,085,032 | +0.6% | 6.70% | -2.7% |
| Q1 2023 | $37,538 | +8.6% | 1,078,666 | +0.5% | 6.88% | +2.7% |
| Q4 2022 | $34,561 | -99.9% | 1,072,996 | +3.3% | 6.70% | +5.8% |
| Q3 2022 | $29,222,000 | -5.9% | 1,038,812 | +5.2% | 6.33% | +0.5% |
| Q2 2022 | $31,045,000 | -20.5% | 987,130 | -7.2% | 6.30% | -17.3% |
| Q1 2022 | $39,042,000 | +5.4% | 1,063,231 | +11.5% | 7.62% | -0.6% |
| Q4 2021 | $37,056,000 | +8.6% | 953,343 | +8.1% | 7.66% | -0.9% |
| Q3 2021 | $34,122,000 | +2.3% | 881,713 | +4.3% | 7.73% | +2.1% |
| Q2 2021 | $33,344,000 | +9.7% | 845,227 | +4.6% | 7.57% | +3.7% |
| Q1 2021 | $30,390,000 | +9.1% | 807,805 | +4.4% | 7.30% | +3.1% |
| Q4 2020 | $27,862,000 | +21.8% | 773,737 | +6.2% | 7.08% | +6.0% |
| Q3 2020 | $22,871,000 | +6.8% | 728,376 | +1.2% | 6.68% | +2.0% |
| Q2 2020 | $21,411,000 | +18.8% | 719,683 | +3.1% | 6.55% | +2.7% |
| Q1 2020 | $18,030,000 | -26.5% | 697,771 | -4.3% | 6.38% | -11.6% |
| Q4 2019 | $24,522,000 | +11.9% | 729,162 | +6.0% | 7.21% | +6.9% |
| Q3 2019 | $21,915,000 | +1.4% | 687,838 | +2.2% | 6.75% | +4.2% |
| Q2 2019 | $21,603,000 | +2.0% | 673,188 | -0.5% | 6.48% | +14.6% |
| Q1 2019 | $21,179,000 | +12.0% | 676,423 | +1.4% | 5.65% | +43.5% |
| Q4 2018 | $18,904,000 | -11.3% | 666,800 | +4.9% | 3.94% | -17.8% |
| Q3 2018 | $21,315,000 | +12.0% | 635,697 | +10.4% | 4.79% | +2.9% |
| Q2 2018 | $19,037,000 | +1.3% | 576,015 | +3.4% | 4.66% | -1.3% |
| Q1 2018 | $18,787,000 | +49.8% | 557,326 | +51.4% | 4.72% | +71.2% |
| Q4 2017 | $12,544,000 | – | 368,183 | – | 2.76% | – |
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% |