SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 985 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.30 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $433,726 | -3.8% | 11,735 | -11.6% | 0.18% | -10.7% |
Q3 2023 | $450,853 | -4.7% | 13,276 | 0.0% | 0.20% | -3.0% |
Q2 2023 | $473,289 | +1.3% | 13,276 | -1.2% | 0.20% | -5.6% |
Q1 2023 | $467,399 | +8.0% | 13,431 | 0.0% | 0.22% | +2.4% |
Q4 2022 | $432,613 | -30.7% | 13,431 | -39.4% | 0.21% | -36.0% |
Q3 2022 | $624,000 | -10.6% | 22,179 | 0.0% | 0.33% | -7.1% |
Q2 2022 | $698,000 | -14.3% | 22,179 | 0.0% | 0.35% | -1.1% |
Q1 2022 | $814,000 | -7.1% | 22,179 | -1.6% | 0.36% | -4.3% |
Q4 2021 | $876,000 | +0.5% | 22,529 | 0.0% | 0.37% | -1.1% |
Q3 2021 | $872,000 | -2.1% | 22,529 | -0.2% | 0.38% | +0.5% |
Q2 2021 | $891,000 | +4.9% | 22,579 | 0.0% | 0.38% | -4.6% |
Q1 2021 | $849,000 | +4.7% | 22,579 | +0.2% | 0.39% | -6.2% |
Q4 2020 | $811,000 | -35.0% | 22,529 | -43.3% | 0.42% | -41.6% |
Q3 2020 | $1,248,000 | -57.8% | 39,744 | -60.0% | 0.72% | -62.8% |
Q2 2020 | $2,959,000 | -42.8% | 99,471 | -50.3% | 1.93% | -59.8% |
Q1 2020 | $5,177,000 | -24.9% | 200,340 | -2.3% | 4.80% | -11.7% |
Q4 2019 | $6,894,000 | – | 204,986 | – | 5.43% | – |
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% |