SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 985 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.13 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,630,208 | -1.0% | 548,593 | +3.9% | 2.81% | -1.0% |
| Q2 2023 | $18,819,375 | -1.3% | 527,893 | -3.6% | 2.84% | -7.7% |
| Q1 2023 | $19,061,174 | +8.4% | 547,735 | +0.3% | 3.07% | -8.8% |
| Q4 2022 | $17,582,276 | +12.0% | 545,864 | -2.2% | 3.37% | +8.1% |
| Q3 2022 | $15,701,000 | -5.0% | 558,149 | +6.2% | 3.11% | -5.0% |
| Q2 2022 | $16,535,000 | -12.9% | 525,744 | +1.7% | 3.28% | +7.8% |
| Q1 2022 | $18,980,000 | -48.4% | 516,884 | -45.4% | 3.04% | -50.4% |
| Q4 2021 | $36,815,000 | +122616.7% | 947,143 | +123225.9% | 6.13% | +122460.0% |
| Q2 2021 | $30,000 | -3.2% | 768 | -6.1% | 0.01% | -16.7% |
| Q1 2021 | $31,000 | +244.4% | 818 | +179.2% | 0.01% | +100.0% |
| Q3 2020 | $9,000 | -73.5% | 293 | -73.4% | 0.00% | -84.2% |
| Q1 2019 | $34,000 | – | 1,100 | – | 0.02% | – |
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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% |