SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 985 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.30 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $42,858 | +19.0% | 1,232 | +10.1% | 0.00% | 0.0% |
| Q4 2022 | $36,028 | +500.5% | 1,119 | +440.6% | 0.00% | +200.0% |
| Q3 2022 | $6,000 | +100.0% | 207 | +89.9% | 0.00% | – |
| Q2 2022 | $3,000 | -81.2% | 109 | -73.8% | 0.00% | -100.0% |
| Q1 2022 | $16,000 | +300.0% | 416 | +292.5% | 0.00% | – |
| Q4 2021 | $4,000 | -80.0% | 106 | -79.2% | 0.00% | -100.0% |
| Q3 2021 | $20,000 | +100.0% | 509 | +106.1% | 0.00% | +100.0% |
| Q2 2021 | $10,000 | +66.7% | 247 | +58.3% | 0.00% | 0.0% |
| Q1 2021 | $6,000 | 0.0% | 156 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $6,000 | +20.0% | 156 | +1.3% | 0.00% | 0.0% |
| Q3 2020 | $5,000 | -92.1% | 154 | -92.7% | 0.00% | -92.3% |
| Q2 2020 | $63,000 | -30.8% | 2,106 | -40.5% | 0.01% | -48.0% |
| Q1 2020 | $91,000 | +378.9% | 3,540 | +531.0% | 0.02% | +400.0% |
| Q4 2019 | $19,000 | -87.7% | 561 | -88.4% | 0.01% | -90.7% |
| Q3 2019 | $154,000 | +5.5% | 4,842 | +6.1% | 0.05% | -6.9% |
| Q2 2019 | $146,000 | +10.6% | 4,565 | +8.0% | 0.06% | -7.9% |
| Q1 2019 | $132,000 | – | 4,226 | +30085.7% | 0.06% | – |
| Q4 2018 | $0 | – | 14 | – | 0.00% | – |
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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% |