SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 941 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $202 | -4.3% | 5,960 | +0.4% | 0.06% | +5.5% |
| Q2 2023 | $211 | +11.1% | 5,937 | +0.6% | 0.06% | +5.8% |
| Q1 2023 | $190 | +14.5% | 5,903 | 0.0% | 0.05% | 0.0% |
| Q4 2022 | $166 | -99.9% | 5,903 | 0.0% | 0.05% | 0.0% |
| Q3 2022 | $166,000 | +22.1% | 5,903 | +36.9% | 0.05% | +23.8% |
| Q2 2022 | $136,000 | +1600.0% | 4,313 | +1915.4% | 0.04% | +2000.0% |
| Q1 2022 | $8,000 | 0.0% | 214 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $8,000 | 0.0% | 214 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $8,000 | +100.0% | 214 | +127.7% | 0.00% | +100.0% |
| Q2 2021 | $4,000 | -66.7% | 94 | -78.9% | 0.00% | -80.0% |
| Q1 2020 | $12,000 | – | 446 | – | 0.01% | – |
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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% |