SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 808 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $250,000 | -44.8% | 7,961 | -35.4% | 0.18% | -36.7% |
| Q1 2022 | $453,000 | -19.8% | 12,325 | -15.3% | 0.29% | -17.4% |
| Q4 2021 | $565,000 | -19.7% | 14,544 | -20.0% | 0.35% | -27.5% |
| Q3 2021 | $704,000 | -6.8% | 18,187 | -5.0% | 0.48% | -17.6% |
| Q2 2021 | $755,000 | +3.4% | 19,147 | -1.3% | 0.59% | -11.3% |
| Q1 2021 | $730,000 | -3.1% | 19,404 | -7.3% | 0.66% | -3.1% |
| Q4 2020 | $753,000 | +10.1% | 20,921 | -4.0% | 0.68% | -3.5% |
| Q3 2020 | $684,000 | +3.3% | 21,784 | -2.0% | 0.71% | -10.8% |
| Q2 2020 | $662,000 | +14.9% | 22,239 | -0.2% | 0.79% | +4.1% |
| Q1 2020 | $576,000 | -31.5% | 22,282 | +19973.9% | 0.76% | +18.3% |
| Q4 2019 | $841,000 | – | 111 | – | 0.64% | – |
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% |