SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 761 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 61.69 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $848,898 | -7.9% | 24,997 | -3.3% | 0.35% | -7.8% |
| Q2 2023 | $922,016 | +90471.3% | 25,863 | -11.6% | 0.38% | -17.2% |
| Q1 2023 | $1,018 | +5.7% | 29,264 | -2.1% | 0.46% | -0.6% |
| Q4 2022 | $963 | -99.9% | 29,905 | +30.2% | 0.47% | -9.7% |
| Q3 2022 | $646,000 | -37.3% | 22,974 | -29.8% | 0.52% | +21.1% |
| Q2 2022 | $1,030,000 | +63.5% | 32,747 | +90.9% | 0.43% | +75.7% |
| Q1 2022 | $630,000 | +9.6% | 17,158 | +16.1% | 0.24% | -3.2% |
| Q4 2021 | $575,000 | +0.3% | 14,780 | -0.3% | 0.25% | -4.6% |
| Q3 2021 | $573,000 | -10.5% | 14,818 | -8.6% | 0.26% | -14.6% |
| Q2 2021 | $640,000 | +4.7% | 16,212 | -0.2% | 0.31% | +11.2% |
| Q1 2021 | $611,000 | +3.9% | 16,249 | -0.6% | 0.28% | +2.6% |
| Q4 2020 | $588,000 | +13.7% | 16,351 | -0.6% | 0.27% | -6.9% |
| Q3 2020 | $517,000 | +5.5% | 16,451 | -0.2% | 0.29% | -4.6% |
| Q2 2020 | $490,000 | -6.0% | 16,484 | +6.4% | 0.30% | -10.3% |
| Q4 2019 | $521,000 | – | 15,487 | – | 0.34% | – |
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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% |