SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 927 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $15,815,359 | -1.5% | 443,629 | -3.8% | 5.14% | -5.8% |
Q1 2023 | $16,056,427 | +1.6% | 461,392 | -5.9% | 5.45% | -5.6% |
Q4 2022 | $15,798,927 | +21.9% | 490,498 | +6.5% | 5.78% | +14.7% |
Q3 2022 | $12,957,000 | -7.7% | 460,624 | +3.2% | 5.04% | -2.9% |
Q2 2022 | $14,032,000 | -17.0% | 446,179 | -3.1% | 5.18% | -5.8% |
Q1 2022 | $16,914,000 | -3.2% | 460,623 | +2.5% | 5.50% | +1.5% |
Q4 2021 | $17,474,000 | +2.4% | 449,554 | +2.0% | 5.42% | -2.2% |
Q3 2021 | $17,060,000 | +0.7% | 440,816 | +2.6% | 5.54% | -1.6% |
Q2 2021 | $16,944,000 | +0.7% | 429,507 | -4.0% | 5.63% | -11.3% |
Q1 2021 | $16,833,000 | -0.6% | 447,440 | -4.9% | 6.35% | -4.9% |
Q4 2020 | $16,938,000 | +10.2% | 470,363 | -3.9% | 6.67% | +1.1% |
Q3 2020 | $15,366,000 | +6.9% | 489,358 | +1.3% | 6.60% | +0.6% |
Q2 2020 | $14,369,000 | +32.2% | 482,994 | +14.8% | 6.56% | +13.2% |
Q1 2020 | $10,869,000 | -30.3% | 420,639 | -9.3% | 5.80% | -16.7% |
Q4 2019 | $15,598,000 | +9.7% | 463,801 | +3.9% | 6.96% | +1.8% |
Q3 2019 | $14,221,000 | +0.9% | 446,357 | +1.6% | 6.84% | -1.0% |
Q2 2019 | $14,092,000 | -0.5% | 439,135 | -2.9% | 6.90% | -8.1% |
Q1 2019 | $14,167,000 | +27.7% | 452,474 | +15.7% | 7.51% | +13.5% |
Q4 2018 | $11,090,000 | -18.6% | 391,183 | -3.7% | 6.62% | -10.9% |
Q3 2018 | $13,619,000 | +13.7% | 406,182 | +12.1% | 7.43% | +7.2% |
Q2 2018 | $11,976,000 | -19.4% | 362,372 | -17.8% | 6.94% | -0.5% |
Q1 2018 | $14,864,000 | +4.7% | 440,940 | +5.9% | 6.97% | -1.0% |
Q4 2017 | $14,193,000 | -48.3% | 416,447 | -49.2% | 7.04% | +0.8% |
Q3 2017 | $27,435,000 | +120.3% | 820,195 | +109.1% | 6.98% | -0.0% |
Q2 2017 | $12,454,000 | +3.9% | 392,337 | +0.3% | 6.98% | +0.8% |
Q1 2017 | $11,987,000 | +559.0% | 391,037 | +495.1% | 6.93% | +418.0% |
Q4 2016 | $1,819,000 | +230.1% | 65,709 | +243.6% | 1.34% | +245.5% |
Q3 2016 | $551,000 | -27.2% | 19,125 | -30.4% | 0.39% | -46.4% |
Q4 2015 | $757,000 | – | 27,471 | – | 0.72% | – |
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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% |