SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 985 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.30 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $665,548 | -1.0% | 19,598 | +3.9% | 0.10% | +3.3% |
| Q2 2023 | $672,252 | +2.4% | 18,857 | 0.0% | 0.09% | -7.1% |
| Q1 2023 | $656,224 | +1.2% | 18,857 | -6.4% | 0.10% | -10.8% |
| Q4 2022 | $648,709 | -98.2% | 20,140 | -98.4% | 0.11% | -97.7% |
| Q3 2022 | $35,364,000 | +1823.0% | 1,257,198 | +2050.0% | 4.84% | +1194.1% |
| Q2 2022 | $1,839,000 | +472.9% | 58,474 | +371.4% | 0.37% | +51.4% |
| Q1 2020 | $321,000 | -5.3% | 12,405 | +23.2% | 0.25% | +9.8% |
| Q4 2019 | $339,000 | +17.3% | 10,072 | +11.1% | 0.22% | +13.1% |
| Q3 2019 | $289,000 | +0.7% | 9,067 | +1.5% | 0.20% | +9.3% |
| Q2 2019 | $287,000 | +11.2% | 8,931 | +8.6% | 0.18% | -8.5% |
| Q1 2019 | $258,000 | -98.6% | 8,227 | -98.7% | 0.20% | -97.9% |
| Q4 2018 | $17,958,000 | – | 633,449 | – | 9.68% | – |
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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% |