SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 890 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $217,000 | -17.5% | 6,950 | -2.9% | 0.14% | -28.0% |
| Q1 2022 | $263,000 | -24.4% | 7,157 | -20.1% | 0.20% | +33.3% |
| Q4 2021 | $348,000 | -3.6% | 8,958 | -3.6% | 0.15% | -5.7% |
| Q3 2021 | $361,000 | -6.7% | 9,292 | -5.1% | 0.16% | +3.9% |
| Q2 2021 | $387,000 | -1.5% | 9,796 | -6.0% | 0.15% | -12.1% |
| Q1 2021 | $393,000 | -1.5% | 10,417 | -5.9% | 0.17% | -16.7% |
| Q4 2020 | $399,000 | +6.7% | 11,074 | -7.0% | 0.21% | -61.7% |
| Q3 2020 | $374,000 | +0.8% | 11,904 | -4.6% | 0.55% | +126.6% |
| Q2 2020 | $371,000 | +6.6% | 12,476 | -7.3% | 0.24% | -38.2% |
| Q1 2020 | $348,000 | -58.1% | 13,460 | -45.6% | 0.39% | -10.8% |
| Q4 2019 | $831,000 | -36.3% | 24,721 | -39.7% | 0.44% | -44.2% |
| Q3 2019 | $1,305,000 | +44.7% | 40,965 | +45.8% | 0.78% | +43.7% |
| Q2 2019 | $902,000 | +185.4% | 28,100 | +178.7% | 0.54% | +51.8% |
| Q1 2019 | $316,000 | – | 10,081 | – | 0.36% | – |
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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% |