SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 890 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $4,000 | 0.0% | 157 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $4,000 | -20.0% | 157 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $5,000 | -95.3% | 157 | -94.2% | 0.00% | -95.8% |
| Q4 2021 | $106,000 | +1.0% | 2,729 | 0.0% | 0.02% | -11.1% |
| Q3 2021 | $105,000 | -1.9% | 2,729 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $107,000 | +3.9% | 2,729 | 0.0% | 0.03% | -6.9% |
| Q1 2021 | $103,000 | +10.8% | 2,729 | +6.1% | 0.03% | +3.6% |
| Q4 2020 | $93,000 | +1450.0% | 2,572 | +1107.5% | 0.03% | +1300.0% |
| Q3 2020 | $6,000 | 0.0% | 213 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $6,000 | +20.0% | 213 | +0.5% | 0.00% | 0.0% |
| Q1 2020 | $5,000 | -28.6% | 212 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $7,000 | +16.7% | 212 | +2.4% | 0.00% | 0.0% |
| Q3 2019 | $6,000 | 0.0% | 207 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $6,000 | – | 207 | – | 0.00% | – |
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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% |