SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 856 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,008,279 | -3.7% | 88,583 | +1.1% | 3.34% | +1.4% |
| Q2 2023 | $3,123,011 | -7.6% | 87,602 | -8.9% | 3.29% | -11.7% |
| Q1 2023 | $3,378,509 | +30.9% | 96,199 | +20.0% | 3.72% | +26.7% |
| Q4 2022 | $2,581,825 | -5.6% | 80,156 | -7.8% | 2.94% | -6.7% |
| Q3 2022 | $2,735,000 | -12.3% | 86,967 | +2.4% | 3.15% | +3.5% |
| Q2 2022 | $3,118,000 | 0.0% | 84,923 | 0.0% | 3.04% | +17.8% |
| Q1 2022 | $3,118,000 | +13.9% | 84,923 | +21.3% | 2.58% | +18.0% |
| Q4 2021 | $2,738,000 | +7.4% | 69,991 | +8.3% | 2.19% | -16.5% |
| Q3 2021 | $2,549,000 | 0.0% | 64,602 | 0.0% | 2.62% | 0.0% |
| Q2 2021 | $2,549,000 | – | 64,602 | – | 2.62% | – |
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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% |