SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 385 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is 0.40 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,296,130 | +89.4% | 450,416 | +98.8% | 2.33% | +104.4% |
| Q2 2023 | $8,075,298 | +4.8% | 226,516 | +2.3% | 1.14% | -2.5% |
| Q1 2023 | $7,702,778 | +7.0% | 221,344 | -0.9% | 1.17% | +4.1% |
| Q4 2022 | $7,197,524 | +46.0% | 223,456 | +27.5% | 1.12% | +36.5% |
| Q3 2022 | $4,930,000 | -27.0% | 175,274 | -18.4% | 0.82% | -25.3% |
| Q2 2022 | $6,751,000 | -7.2% | 214,666 | +8.4% | 1.10% | +8.7% |
| Q1 2022 | $7,274,000 | -0.3% | 198,106 | +5.6% | 1.01% | +3.6% |
| Q4 2021 | $7,294,000 | +1.4% | 187,651 | +1.0% | 0.98% | -9.2% |
| Q3 2021 | $7,190,000 | -2.3% | 185,777 | -0.5% | 1.08% | -20.1% |
| Q2 2021 | $7,363,000 | +6.4% | 186,641 | +1.5% | 1.35% | -9.2% |
| Q1 2021 | $6,919,000 | +2.9% | 183,910 | -1.5% | 1.49% | -3.5% |
| Q4 2020 | $6,726,000 | +19.8% | 186,784 | +4.4% | 1.54% | +8.8% |
| Q3 2020 | $5,616,000 | +5.7% | 178,853 | +0.2% | 1.42% | -14.7% |
| Q2 2020 | $5,313,000 | +15.7% | 178,582 | +0.5% | 1.66% | -15.7% |
| Q1 2020 | $4,593,000 | +111.5% | 177,765 | +175.3% | 1.97% | +152.8% |
| Q4 2019 | $2,172,000 | +1.7% | 64,575 | -3.7% | 0.78% | -2.9% |
| Q3 2019 | $2,136,000 | -0.7% | 67,039 | 0.0% | 0.80% | -5.4% |
| Q2 2019 | $2,151,000 | -7.4% | 67,039 | -9.6% | 0.85% | -16.4% |
| Q1 2019 | $2,323,000 | +11.6% | 74,187 | +1.1% | 1.02% | +21.0% |
| Q4 2018 | $2,081,000 | +261.3% | 73,389 | +326.9% | 0.84% | +382.2% |
| Q3 2018 | $576,000 | -7.2% | 17,191 | -8.6% | 0.17% | -16.3% |
| Q2 2018 | $621,000 | -20.8% | 18,804 | -19.2% | 0.21% | -27.5% |
| Q1 2018 | $784,000 | -13.2% | 23,258 | -12.3% | 0.29% | -31.8% |
| Q4 2017 | $903,000 | -21.6% | 26,514 | -23.0% | 0.42% | -23.7% |
| Q3 2017 | $1,152,000 | +2.9% | 34,414 | -2.3% | 0.55% | -11.4% |
| Q2 2017 | $1,119,000 | +6.0% | 35,215 | -0.4% | 0.62% | +14.5% |
| Q1 2017 | $1,056,000 | +4.6% | 35,357 | 0.0% | 0.54% | -1.4% |
| Q4 2016 | $1,010,000 | +6.4% | 35,357 | +7.2% | 0.55% | +28.4% |
| Q3 2016 | $949,000 | +9.1% | 32,984 | +2.8% | 0.43% | +1.9% |
| Q2 2016 | $870,000 | +17.3% | 32,084 | +17.2% | 0.42% | +11.9% |
| Q1 2016 | $742,000 | – | 27,378 | – | 0.38% | – |
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% |