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 | $9,286,717 | -8.3% | 273,460 | -3.7% | 1.07% | -7.1% |
| Q2 2023 | $10,125,116 | +0.8% | 284,014 | -1.6% | 1.15% | -5.0% |
| Q1 2023 | $10,044,870 | +5.1% | 288,646 | -2.7% | 1.21% | -4.1% |
| Q4 2022 | $9,558,186 | +11.2% | 296,746 | -2.9% | 1.26% | -0.1% |
| Q3 2022 | $8,595,000 | -13.1% | 305,531 | -2.9% | 1.26% | -12.7% |
| Q2 2022 | $9,894,000 | -15.4% | 314,585 | -1.2% | 1.44% | -2.8% |
| Q1 2022 | $11,695,000 | -4.2% | 318,503 | +1.4% | 1.49% | -8.2% |
| Q4 2021 | $12,211,000 | +2.4% | 314,151 | +2.0% | 1.62% | -24.7% |
| Q3 2021 | $11,924,000 | -1.2% | 308,125 | +0.7% | 2.15% | -1.6% |
| Q2 2021 | $12,071,000 | +3.8% | 305,990 | -1.0% | 2.18% | -13.7% |
| Q1 2021 | $11,624,000 | +208.4% | 308,998 | +195.3% | 2.53% | +284.7% |
| Q4 2020 | $3,769,000 | – | 104,652 | – | 0.66% | – |
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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% |