SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 761 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 61.69 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,820,127 | -31.3% | 318,614 | -27.8% | 2.18% | -34.0% |
| Q2 2023 | $15,738,576 | +147.6% | 441,475 | +141.7% | 3.30% | +122.3% |
| Q1 2023 | $6,356,173 | +51.0% | 182,649 | +39.7% | 1.48% | +36.9% |
| Q4 2022 | $4,210,350 | +203.6% | 130,716 | +165.1% | 1.08% | +184.5% |
| Q3 2022 | $1,387,000 | -4.0% | 49,308 | +7.3% | 0.38% | -15.1% |
| Q2 2022 | $1,445,000 | +144400.0% | 45,960 | +270252.9% | 0.45% | – |
| Q1 2022 | $1,000 | 0.0% | 17 | 0.0% | 0.00% | – |
| Q4 2021 | $1,000 | 0.0% | 17 | -54.1% | 0.00% | – |
| Q3 2021 | $1,000 | 0.0% | 37 | 0.0% | 0.00% | – |
| Q2 2021 | $1,000 | 0.0% | 37 | 0.0% | 0.00% | – |
| Q1 2021 | $1,000 | 0.0% | 37 | 0.0% | 0.00% | – |
| Q4 2020 | $1,000 | 0.0% | 37 | 0.0% | 0.00% | – |
| Q3 2020 | $1,000 | -50.0% | 37 | -51.9% | 0.00% | -100.0% |
| Q2 2020 | $2,000 | +100.0% | 77 | +108.1% | 0.00% | 0.0% |
| Q1 2020 | $1,000 | 0.0% | 37 | 0.0% | 0.00% | – |
| Q4 2019 | $1,000 | – | 37 | – | 0.00% | – |
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% |