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 | $206,818 | -4.8% | 6,090 | -0.1% | 0.02% | -20.0% |
| Q2 2023 | $217,289 | -10.2% | 6,095 | -29.2% | 0.02% | -32.4% |
| Q3 2022 | $242,000 | +5.2% | 8,607 | +44.8% | 0.04% | +12.1% |
| Q3 2021 | $230,000 | -33.5% | 5,946 | -32.4% | 0.03% | -21.4% |
| Q2 2021 | $346,000 | +195.7% | 8,793 | +182.4% | 0.04% | +121.1% |
| Q1 2021 | $117,000 | +7.3% | 3,114 | +2.9% | 0.02% | -17.4% |
| Q4 2020 | $109,000 | -99.9% | 3,027 | -39.6% | 0.02% | -71.2% |
| Q3 2020 | $160,014,000 | -5.7% | 5,013 | -9.5% | 0.08% | -14.9% |
| Q2 2020 | $169,709,000 | +3250.6% | 5,537 | +2725.0% | 0.09% | +3033.3% |
| Q1 2020 | $5,065,000 | -29.3% | 196 | -8.0% | 0.00% | -25.0% |
| Q4 2019 | $7,165,000 | – | 213 | – | 0.00% | – |
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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% |