SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 731 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $5,104,608 | -50.4% | 158,479 | -40.5% | 0.14% | -65.1% |
| Q3 2021 | $10,300,000 | +1280.7% | 266,150 | +1241.7% | 0.42% | +890.5% |
| Q1 2021 | $746,000 | -78.2% | 19,837 | -81.8% | 0.04% | -84.4% |
| Q3 2020 | $3,420,000 | -53.3% | 108,921 | -55.8% | 0.27% | -48.7% |
| Q2 2020 | $7,331,000 | +16.2% | 246,424 | +31.4% | 0.53% | +8.2% |
| Q4 2019 | $6,309,000 | -88.0% | 187,603 | -88.1% | 0.49% | -78.2% |
| Q3 2017 | $52,746,000 | +9777.5% | 1,575,892 | +8721.1% | 2.23% | +6856.2% |
| Q2 2017 | $534,000 | 0.0% | 17,865 | 0.0% | 0.03% | -45.8% |
| Q1 2017 | $534,000 | -93.6% | 17,865 | -93.8% | 0.06% | -89.2% |
| Q3 2016 | $8,291,000 | -65.6% | 287,981 | -67.6% | 0.54% | -76.6% |
| Q1 2016 | $24,130,000 | +2146.7% | 890,094 | +2183.6% | 2.32% | +1618.5% |
| Q4 2015 | $1,074,000 | +64.0% | 38,978 | +62.9% | 0.14% | +50.0% |
| Q3 2015 | $655,000 | -97.4% | 23,929 | -97.2% | 0.09% | -98.5% |
| Q1 2015 | $25,561,000 | – | 845,557 | – | 5.98% | – |
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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% |