SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 787 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $798 | +81.0% | 23,507 | +90.0% | 0.01% | +100.0% |
| Q2 2023 | $441 | -77.3% | 12,371 | -77.9% | 0.00% | -83.3% |
| Q1 2023 | $1,946 | -39.3% | 55,937 | -43.8% | 0.02% | -46.7% |
| Q4 2022 | $3,206 | -99.8% | 99,541 | +166.5% | 0.04% | +462.5% |
| Q4 2021 | $1,451,000 | +113.7% | 37,351 | +112.8% | 0.01% | +100.0% |
| Q3 2021 | $679,000 | +26.7% | 17,552 | +17.9% | 0.00% | -63.6% |
| Q4 2020 | $536,000 | -31.2% | 14,891 | -38.7% | 0.01% | -77.6% |
| Q2 2019 | $779,000 | +105.5% | 24,299 | +114.4% | 0.05% | -89.6% |
| Q3 2017 | $379,000 | +16.3% | 11,334 | -3.8% | 0.47% | +13.0% |
| Q4 2016 | $326,000 | – | 11,786 | – | 0.42% | – |
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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% |