SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 787 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $1,148,000 | -0.9% | 29,658 | +1.0% | 0.66% | +0.3% |
| Q2 2021 | $1,159,000 | -0.6% | 29,371 | -5.3% | 0.66% | -6.7% |
| Q1 2021 | $1,166,000 | +4.5% | 31,004 | 0.0% | 0.70% | -1.3% |
| Q4 2020 | $1,116,000 | +14.6% | 31,004 | 0.0% | 0.71% | -6.4% |
| Q3 2020 | $974,000 | +3.2% | 31,004 | -2.3% | 0.76% | +1.3% |
| Q2 2020 | $944,000 | +244.5% | 31,740 | +199.2% | 0.75% | +149.0% |
| Q1 2020 | $274,000 | -20.3% | 10,608 | +3.6% | 0.30% | -0.7% |
| Q4 2019 | $344,000 | – | 10,241 | – | 0.30% | – |
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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% |