SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 973 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $315,998 | +8.3% | 9,305 | +13.7% | 0.07% | +12.9% |
| Q2 2023 | $291,653 | +17.6% | 8,181 | +14.8% | 0.06% | +14.8% |
| Q1 2023 | $248,090 | +8.1% | 7,129 | 0.0% | 0.05% | +10.2% |
| Q4 2022 | $229,600 | +14.2% | 7,129 | 0.0% | 0.05% | 0.0% |
| Q3 2022 | $201,000 | -10.3% | 7,129 | 0.0% | 0.05% | 0.0% |
| Q2 2022 | $224,000 | -14.5% | 7,129 | 0.0% | 0.05% | -5.8% |
| Q1 2022 | $262,000 | -5.4% | 7,129 | 0.0% | 0.05% | -7.1% |
| Q4 2021 | $277,000 | +0.4% | 7,129 | 0.0% | 0.06% | -9.7% |
| Q3 2021 | $276,000 | – | 7,129 | – | 0.06% | – |
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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% |