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 2023 | $1,087 | -15.0% | 32,016 | -10.8% | 0.23% | -18.1% |
Q2 2023 | $1,279 | +40.2% | 35,885 | +36.9% | 0.28% | +22.0% |
Q1 2023 | $912 | +8.4% | 26,214 | +0.4% | 0.23% | +2.7% |
Q4 2022 | $841 | -99.9% | 26,118 | +1.1% | 0.22% | +8.9% |
Q3 2022 | $727,000 | -9.5% | 25,836 | +1.2% | 0.20% | -1.9% |
Q2 2022 | $803,000 | -14.0% | 25,535 | +0.4% | 0.21% | -36.9% |
Q1 2022 | $934,000 | +10.4% | 25,442 | +16.8% | 0.33% | +67.3% |
Q4 2021 | $846,000 | +7.4% | 21,775 | +7.0% | 0.20% | -3.9% |
Q3 2021 | $788,000 | +4.4% | 20,357 | +6.3% | 0.20% | +2.5% |
Q2 2021 | $755,000 | +4.4% | 19,142 | -0.3% | 0.20% | +3.6% |
Q1 2021 | $723,000 | +2.1% | 19,209 | -2.2% | 0.19% | -10.7% |
Q4 2020 | $708,000 | +24.4% | 19,650 | +8.4% | 0.22% | -7.7% |
Q3 2020 | $569,000 | – | 18,129 | – | 0.23% | – |
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% |