SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 841 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,348,742 | -51.7% | 69,162 | -50.5% | 0.02% | -74.2% |
Q1 2023 | $4,859,507 | -38.6% | 139,641 | -43.2% | 0.10% | -59.2% |
Q4 2022 | $7,919,569 | +116.2% | 245,873 | +88.8% | 0.24% | +114.4% |
Q3 2022 | $3,663,000 | +48.3% | 130,227 | +65.8% | 0.11% | +26.1% |
Q2 2022 | $2,470,000 | +96.7% | 78,540 | +129.6% | 0.09% | +100.0% |
Q1 2022 | $1,256,000 | -54.6% | 34,204 | -51.9% | 0.04% | -63.3% |
Q4 2021 | $2,764,000 | +179.5% | 71,101 | +178.2% | 0.12% | +313.8% |
Q3 2021 | $989,000 | +0.4% | 25,553 | -2.4% | 0.03% | -47.3% |
Q1 2021 | $985,000 | +39.3% | 26,180 | +33.4% | 0.06% | +223.5% |
Q4 2020 | $707,000 | -37.7% | 19,620 | -45.7% | 0.02% | -26.1% |
Q3 2020 | $1,135,000 | +371.0% | 36,137 | +402.3% | 0.02% | +1050.0% |
Q3 2018 | $241,000 | -44.3% | 7,194 | -50.4% | 0.00% | -97.6% |
Q1 2017 | $433,000 | -77.0% | 14,502 | -78.6% | 0.08% | -86.5% |
Q4 2016 | $1,879,000 | +311.2% | 67,894 | +327.5% | 0.63% | +302.6% |
Q3 2016 | $457,000 | -55.4% | 15,881 | -58.0% | 0.16% | -72.0% |
Q2 2016 | $1,025,000 | +283.9% | 37,824 | +290.2% | 0.56% | +74.4% |
Q4 2015 | $267,000 | +12.7% | 9,693 | +24.7% | 0.32% | -19.0% |
Q2 2015 | $237,000 | – | 7,773 | – | 0.40% | – |
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% |