SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 22 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,214 | +55.8% | 448 | +63.5% | 0.01% | +50.0% |
| Q2 2023 | $9,768 | +55.9% | 274 | +52.2% | 0.00% | +33.3% |
| Q1 2023 | $6,264 | +123.6% | 180 | +106.9% | 0.00% | +50.0% |
| Q4 2022 | $2,802 | – | 87 | +770.0% | 0.00% | – |
| Q3 2022 | $0 | -100.0% | 10 | -98.7% | 0.00% | -100.0% |
| Q3 2018 | $25,000 | 0.0% | 746 | 0.0% | 0.02% | -5.6% |
| Q2 2018 | $25,000 | 0.0% | 746 | 0.0% | 0.02% | -5.3% |
| Q1 2018 | $25,000 | +127.3% | 746 | 0.0% | 0.02% | +137.5% |
| Q4 2017 | $11,000 | – | 746 | – | 0.01% | – |
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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% |