SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 710 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,101,906 | 0.0% | 30,909 | 0.0% | 0.23% | -0.9% |
| Q2 2023 | $1,101,906 | +2.4% | 30,909 | +0.0% | 0.23% | -1.7% |
| Q1 2023 | $1,075,598 | +798.3% | 30,908 | +1056.7% | 0.24% | +742.9% |
| Q4 2022 | $119,732 | -59.6% | 2,672 | -74.6% | 0.03% | -62.2% |
| Q3 2022 | $296,000 | -55.6% | 10,539 | -50.3% | 0.07% | -50.7% |
| Q2 2022 | $666,000 | +173.0% | 21,191 | +219.2% | 0.15% | +212.5% |
| Q1 2022 | $244,000 | +24300.0% | 6,639 | +16923.1% | 0.05% | – |
| Q4 2021 | $1,000 | 0.0% | 39 | +34.5% | 0.00% | – |
| Q3 2021 | $1,000 | 0.0% | 29 | +31.8% | 0.00% | – |
| Q2 2021 | $1,000 | 0.0% | 22 | -29.0% | 0.00% | – |
| Q1 2021 | $1,000 | 0.0% | 31 | +19.2% | 0.00% | – |
| Q4 2020 | $1,000 | 0.0% | 26 | -10.3% | 0.00% | – |
| Q2 2020 | $1,000 | -97.0% | 29 | -97.8% | 0.00% | -100.0% |
| Q1 2020 | $33,000 | +37.5% | 1,307 | +81.8% | 0.01% | -36.4% |
| Q4 2019 | $24,000 | – | 719 | – | 0.02% | – |
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% |