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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $298,140 | -23.6% | 9,256 | -33.2% | 0.14% | -30.1% |
| Q3 2022 | $390,000 | -10.6% | 13,858 | 0.0% | 0.19% | -8.1% |
| Q2 2022 | $436,000 | -18.5% | 13,858 | -4.9% | 0.21% | -39.7% |
| Q1 2022 | $535,000 | -5.5% | 14,568 | +0.1% | 0.35% | +8.4% |
| Q4 2021 | $566,000 | +3.7% | 14,553 | +3.1% | 0.32% | -5.9% |
| Q3 2021 | $546,000 | -7.0% | 14,113 | -5.1% | 0.34% | -7.6% |
| Q2 2021 | $587,000 | +4.6% | 14,875 | -0.2% | 0.37% | -1.6% |
| Q1 2021 | $561,000 | +20.9% | 14,909 | +15.7% | 0.38% | -2.8% |
| Q4 2020 | $464,000 | – | 12,889 | – | 0.39% | – |
Download | ||||||
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% |