SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 761 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 61.69 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,072,011 | +12.3% | 90,460 | +17.9% | 0.36% | +16.4% |
| Q2 2023 | $2,735,983 | +3.8% | 76,746 | +1.3% | 0.31% | -20.1% |
| Q1 2023 | $2,635,703 | +9.2% | 75,739 | +1.1% | 0.39% | +1.8% |
| Q4 2022 | $2,412,883 | +14.5% | 74,911 | -0.0% | 0.38% | -21.9% |
| Q3 2022 | $2,107,000 | -10.3% | 74,913 | +0.3% | 0.49% | -20.2% |
| Q2 2022 | $2,349,000 | -19.8% | 74,692 | -6.4% | 0.61% | -2.9% |
| Q1 2022 | $2,929,000 | -5.5% | 79,759 | +0.0% | 0.63% | -5.1% |
| Q4 2021 | $3,099,000 | +1.1% | 79,732 | +0.6% | 0.66% | +8.7% |
| Q3 2021 | $3,066,000 | -1.9% | 79,232 | 0.0% | 0.61% | -15.1% |
| Q2 2021 | $3,126,000 | +5.3% | 79,232 | +0.3% | 0.72% | -9.5% |
| Q1 2021 | $2,970,000 | +10.7% | 78,959 | +5.9% | 0.80% | -7.8% |
| Q4 2020 | $2,684,000 | +14.4% | 74,535 | -0.2% | 0.86% | -6.7% |
| Q3 2020 | $2,346,000 | +5.6% | 74,710 | +0.1% | 0.93% | -10.4% |
| Q2 2020 | $2,221,000 | +16.2% | 74,655 | +1.0% | 1.03% | -2.5% |
| Q1 2020 | $1,911,000 | -23.2% | 73,945 | 0.0% | 1.06% | -10.8% |
| Q4 2019 | $2,487,000 | – | 73,945 | – | 1.19% | – |
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% |