SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 718 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 1.74 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $656,617 | -4.7% | 19,335 | 0.0% | 0.47% | +1.7% |
| Q2 2023 | $689,293 | +2.4% | 19,335 | 0.0% | 0.46% | -1.9% |
| Q1 2023 | $672,858 | +8.0% | 19,335 | 0.0% | 0.47% | +5.9% |
| Q4 2022 | $622,780 | +14.5% | 19,335 | 0.0% | 0.44% | +2.1% |
| Q3 2022 | $544,000 | -10.5% | 19,335 | 0.0% | 0.43% | -3.3% |
| Q2 2022 | $608,000 | -14.4% | 19,335 | 0.0% | 0.45% | +8.2% |
| Q1 2022 | $710,000 | -5.6% | 19,335 | 0.0% | 0.42% | +5.9% |
| Q4 2021 | $752,000 | +7.4% | 19,335 | +6.9% | 0.39% | -3.0% |
| Q3 2021 | $700,000 | -1.8% | 18,085 | 0.0% | 0.40% | +0.2% |
| Q2 2021 | $713,000 | +21.7% | 18,085 | +16.0% | 0.40% | +6.3% |
| Q1 2021 | $586,000 | +4.5% | 15,585 | 0.0% | 0.38% | -6.9% |
| Q4 2020 | $561,000 | +14.7% | 15,585 | 0.0% | 0.41% | -8.7% |
| Q3 2020 | $489,000 | +5.4% | 15,585 | 0.0% | 0.45% | -12.7% |
| Q2 2020 | $464,000 | +15.1% | 15,585 | 0.0% | 0.51% | +0.6% |
| Q1 2020 | $403,000 | -43.9% | 15,585 | -27.1% | 0.51% | -14.9% |
| Q4 2019 | $719,000 | +5.6% | 21,385 | 0.0% | 0.60% | -8.2% |
| Q3 2019 | $681,000 | -0.7% | 21,385 | 0.0% | 0.65% | -1.8% |
| Q2 2019 | $686,000 | +2.4% | 21,385 | 0.0% | 0.66% | -4.2% |
| Q1 2019 | $670,000 | +10.6% | 21,385 | 0.0% | 0.69% | -7.9% |
| Q4 2018 | $606,000 | – | 21,385 | – | 0.75% | – |
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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% |