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 | $13,313 | -85.1% | 392 | -84.3% | 0.00% | -100.0% |
Q2 2023 | $89,125 | +93715.8% | 2,500 | -8.8% | 0.00% | 0.0% |
Q1 2023 | $95 | -84.8% | 2,740 | -85.9% | 0.00% | -88.5% |
Q4 2022 | $625 | -99.9% | 19,410 | -29.0% | 0.03% | +116.7% |
Q3 2022 | $769,000 | +25533.3% | 27,340 | +30968.2% | 0.01% | – |
Q2 2022 | $3,000 | -99.5% | 88 | -99.4% | 0.00% | -100.0% |
Q1 2022 | $561,000 | +276.5% | 15,274 | +297.3% | 0.01% | +66.7% |
Q4 2021 | $149,000 | -39.2% | 3,844 | -39.3% | 0.00% | -50.0% |
Q3 2021 | $245,000 | +24400.0% | 6,337 | +42146.7% | 0.01% | – |
Q2 2021 | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – |
Q1 2021 | $1,000 | -99.0% | 15 | -99.5% | 0.00% | -100.0% |
Q4 2020 | $100,000 | +3233.3% | 2,787 | +3383.8% | 0.00% | – |
Q3 2020 | $3,000 | -99.5% | 80 | -99.6% | 0.00% | -100.0% |
Q2 2020 | $561,000 | +11120.0% | 18,856 | +11834.2% | 0.02% | – |
Q1 2019 | $5,000 | -28.6% | 158 | -38.8% | 0.00% | -100.0% |
Q4 2018 | $7,000 | +250.0% | 258 | +344.8% | 0.00% | – |
Q3 2018 | $2,000 | – | 58 | +2800.0% | 0.00% | – |
Q4 2016 | $0 | – | 2 | -88.9% | 0.00% | – |
Q3 2015 | $0 | -100.0% | 18 | -91.4% | 0.00% | -100.0% |
Q4 2013 | $7,000 | – | 210 | – | 0.00% | – |
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% |