SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 22 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $106,668 | -14.4% | 3,141 | -10.1% | 0.03% | -9.1% |
| Q2 2023 | $124,597 | +16.5% | 3,495 | +13.8% | 0.03% | +10.0% |
| Q1 2023 | $106,906 | +1458.2% | 3,072 | +1342.3% | 0.03% | +1400.0% |
| Q4 2022 | $6,861 | -23.8% | 213 | -31.3% | 0.00% | -33.3% |
| Q3 2022 | $9,000 | -10.0% | 310 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $10,000 | -9.1% | 310 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $11,000 | -59.3% | 310 | -69.4% | 0.00% | -83.3% |
| Q1 2020 | $27,000 | -22.9% | 1,012 | 0.0% | 0.02% | -21.7% |
| Q4 2019 | $35,000 | – | 1,012 | – | 0.02% | – |
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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% |