SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 941 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.07 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $25,792 | +9.6% | 759,494 | +15.1% | 0.16% | +9.0% |
| Q2 2023 | $23,532 | +67.9% | 660,077 | +63.9% | 0.14% | +52.6% |
| Q1 2023 | $14,014 | +16.1% | 402,690 | +7.5% | 0.10% | +6.7% |
| Q4 2022 | $12,068 | -99.9% | 374,658 | -34.2% | 0.09% | -29.9% |
| Q3 2022 | $16,021,000 | +16.6% | 569,534 | +30.3% | 0.13% | +19.8% |
| Q2 2022 | $13,744,000 | +2099.0% | 437,003 | +2466.2% | 0.11% | +2550.0% |
| Q1 2022 | $625,000 | -2.6% | 17,029 | +3.1% | 0.00% | -20.0% |
| Q4 2021 | $642,000 | +81.9% | 16,520 | +84.9% | 0.01% | +66.7% |
| Q2 2021 | $353,000 | 0.0% | 8,936 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $353,000 | 0.0% | 8,936 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $353,000 | 0.0% | 8,936 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $353,000 | 0.0% | 8,936 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $353,000 | 0.0% | 8,936 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $353,000 | 0.0% | 8,936 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $353,000 | 0.0% | 8,936 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $353,000 | 0.0% | 8,936 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $353,000 | 0.0% | 8,936 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $353,000 | -30.5% | 8,936 | -50.1% | 0.00% | -76.9% |
| Q4 2018 | $508,000 | +43.9% | 17,903 | +69.9% | 0.01% | +44.4% |
| Q3 2018 | $353,000 | +4942.9% | 10,535 | +4582.2% | 0.01% | – |
| Q2 2018 | $7,000 | +133.3% | 225 | +129.6% | 0.00% | – |
| Q1 2018 | $3,000 | 0.0% | 98 | 0.0% | 0.00% | – |
| Q4 2017 | $3,000 | -80.0% | 98 | -78.8% | 0.00% | -100.0% |
| Q3 2017 | $15,000 | +25.0% | 463 | +27.5% | 0.00% | 0.0% |
| Q2 2017 | $12,000 | – | 363 | – | 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% |