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 | $1,536,512 | -4.7% | 45,245 | 0.0% | 0.74% | -0.5% |
| Q2 2023 | $1,612,976 | +1.3% | 45,245 | -1.1% | 0.74% | -1.6% |
| Q1 2023 | $1,591,889 | +80.4% | 45,744 | +67.0% | 0.75% | +72.5% |
| Q4 2022 | $882,326 | +14.6% | 27,393 | +0.1% | 0.44% | +15.6% |
| Q3 2022 | $770,000 | -9.2% | 27,356 | +1.4% | 0.38% | -7.1% |
| Q2 2022 | $848,000 | -14.3% | 26,975 | +0.0% | 0.41% | +2.0% |
| Q1 2022 | $990,000 | -5.8% | 26,965 | -0.3% | 0.40% | +18.4% |
| Q4 2021 | $1,051,000 | +3.2% | 27,050 | +2.8% | 0.34% | -3.2% |
| Q3 2021 | $1,018,000 | -7.5% | 26,307 | -5.7% | 0.35% | -3.3% |
| Q2 2021 | $1,100,000 | +4.5% | 27,887 | -0.3% | 0.36% | -9.3% |
| Q1 2021 | $1,053,000 | -2.0% | 27,980 | -6.2% | 0.40% | -28.3% |
| Q4 2020 | $1,074,000 | +4.4% | 29,826 | -9.0% | 0.55% | -4.0% |
| Q3 2020 | $1,029,000 | -22.6% | 32,766 | -26.7% | 0.58% | -31.1% |
| Q2 2020 | $1,330,000 | -4.8% | 44,710 | -17.3% | 0.84% | -19.8% |
| Q1 2020 | $1,397,000 | -38.2% | 54,080 | -19.5% | 1.04% | -42.8% |
| Q4 2019 | $2,260,000 | +6.8% | 67,190 | +1.1% | 1.83% | +14.1% |
| Q3 2019 | $2,117,000 | -1.2% | 66,444 | -0.5% | 1.60% | -3.5% |
| Q2 2019 | $2,142,000 | +0.9% | 66,764 | -1.6% | 1.66% | -3.3% |
| Q1 2019 | $2,123,000 | +20.9% | 67,819 | +9.5% | 1.72% | -13.7% |
| Q4 2018 | $1,756,000 | – | 61,956 | – | 1.99% | – |
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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% |