SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 808 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $99,639 | -4.7% | 2,934 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $104,597 | -6.6% | 2,934 | -8.8% | 0.00% | 0.0% |
Q1 2023 | $111,952 | +9.4% | 3,217 | +1.3% | 0.00% | 0.0% |
Q4 2022 | $102,299 | +23.3% | 3,176 | +7.2% | 0.00% | 0.0% |
Q3 2022 | $83,000 | -10.8% | 2,963 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $93,000 | -18.4% | 2,963 | -4.8% | 0.00% | 0.0% |
Q1 2022 | $114,000 | -3.4% | 3,111 | +2.7% | 0.00% | 0.0% |
Q4 2021 | $118,000 | +0.9% | 3,029 | +0.2% | 0.00% | 0.0% |
Q3 2021 | $117,000 | -4.9% | 3,024 | -3.1% | 0.00% | 0.0% |
Q2 2021 | $123,000 | +4.2% | 3,121 | -0.4% | 0.00% | 0.0% |
Q1 2021 | $118,000 | +10.3% | 3,132 | +5.0% | 0.00% | 0.0% |
Q4 2020 | $107,000 | +10.3% | 2,982 | -3.7% | 0.00% | -33.3% |
Q3 2020 | $97,000 | +9.0% | 3,095 | +3.1% | 0.00% | 0.0% |
Q2 2020 | $89,000 | +4.7% | 3,001 | -8.8% | 0.00% | 0.0% |
Q1 2020 | $85,000 | -23.4% | 3,289 | -0.8% | 0.00% | 0.0% |
Q4 2019 | $111,000 | +9.9% | 3,314 | +4.0% | 0.00% | 0.0% |
Q3 2019 | $101,000 | – | 3,187 | – | 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% |