SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 841 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $411,762 | -3.4% | 12,125 | +1.4% | 0.24% | +1.3% |
| Q2 2023 | $426,192 | -1.3% | 11,955 | -3.6% | 0.23% | -6.4% |
| Q1 2023 | $431,587 | +6.3% | 12,402 | -1.6% | 0.25% | +5.5% |
| Q4 2022 | $405,972 | -25.5% | 12,604 | -34.9% | 0.24% | -27.4% |
| Q3 2022 | $545,000 | -19.6% | 19,369 | -10.2% | 0.32% | -12.9% |
| Q2 2022 | $678,000 | -14.7% | 21,563 | -0.3% | 0.37% | +0.5% |
| Q1 2022 | $795,000 | +30.1% | 21,638 | +37.6% | 0.37% | +33.5% |
| Q4 2021 | $611,000 | +15.5% | 15,726 | +15.1% | 0.28% | +6.5% |
| Q3 2021 | $529,000 | -20.8% | 13,665 | -19.3% | 0.26% | -19.4% |
| Q2 2021 | $668,000 | +4.9% | 16,940 | 0.0% | 0.32% | +0.3% |
| Q1 2021 | $637,000 | -1.1% | 16,940 | -5.3% | 0.32% | -5.3% |
| Q4 2020 | $644,000 | +13.8% | 17,893 | -0.7% | 0.34% | +1.8% |
| Q3 2020 | $566,000 | +0.9% | 18,028 | -4.4% | 0.34% | -8.0% |
| Q2 2020 | $561,000 | -7.1% | 18,865 | -19.3% | 0.36% | -19.6% |
| Q1 2020 | $604,000 | -27.3% | 23,387 | -5.4% | 0.45% | -7.0% |
| Q4 2019 | $831,000 | +6.9% | 24,718 | +1.3% | 0.49% | -1.4% |
| Q3 2019 | $777,000 | +0.3% | 24,399 | +1.1% | 0.49% | -4.8% |
| Q2 2019 | $775,000 | -14.5% | 24,142 | -16.6% | 0.52% | -17.4% |
| Q1 2019 | $906,000 | +16.2% | 28,934 | +5.1% | 0.63% | +7.7% |
| Q4 2018 | $780,000 | -11.7% | 27,530 | +4.6% | 0.58% | -1.9% |
| Q3 2018 | $883,000 | -0.1% | 26,328 | -1.6% | 0.59% | -1.7% |
| Q2 2018 | $884,000 | +15.1% | 26,743 | +17.4% | 0.60% | +15.7% |
| Q1 2018 | $768,000 | +3.4% | 22,787 | +4.5% | 0.52% | -29.5% |
| Q4 2017 | $743,000 | – | 21,800 | – | 0.74% | – |
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% |