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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $309,000 | -97.4% | 8,586 | -97.9% | 0.04% | -98.0% |
| Q2 2020 | $11,891,000 | +0.9% | 399,712 | -12.3% | 2.00% | -8.9% |
| Q1 2020 | $11,783,000 | -24.5% | 456,011 | -1.8% | 2.20% | -7.3% |
| Q4 2019 | $15,615,000 | +6.0% | 464,329 | +0.4% | 2.37% | -1.2% |
| Q3 2019 | $14,729,000 | +5.0% | 462,289 | +5.8% | 2.40% | +5.0% |
| Q2 2019 | $14,026,000 | +7.1% | 437,080 | +4.5% | 2.29% | +4.2% |
| Q1 2019 | $13,096,000 | +174.8% | 418,278 | +148.9% | 2.20% | +124.4% |
| Q4 2018 | $4,765,000 | – | 168,077 | – | 0.98% | – |
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% |