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 | $394,106 | +2.8% | 11,605 | +8.0% | 0.42% | +7.9% |
| Q2 2023 | $383,238 | +2.4% | 10,750 | 0.0% | 0.39% | -1.3% |
| Q1 2023 | $374,100 | +8.0% | 10,750 | 0.0% | 0.40% | +10.8% |
| Q4 2022 | $346,258 | -92.2% | 10,750 | -93.2% | 0.36% | -92.3% |
| Q3 2022 | $4,440,000 | -10.1% | 157,851 | +0.5% | 4.66% | -5.0% |
| Q2 2022 | $4,939,000 | -13.1% | 157,034 | +1.4% | 4.91% | -2.3% |
| Q1 2022 | $5,685,000 | -41.2% | 154,809 | -37.7% | 5.02% | -35.4% |
| Q4 2021 | $9,665,000 | +4.0% | 248,643 | +3.5% | 7.78% | +3.5% |
| Q3 2021 | $9,295,000 | -2.6% | 240,172 | -0.8% | 7.52% | -2.4% |
| Q2 2021 | $9,546,000 | +5.1% | 241,989 | +0.2% | 7.71% | -2.7% |
| Q1 2021 | $9,084,000 | – | 241,463 | – | 7.92% | – |
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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% |