SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 985 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.13 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,262,927 | -1.5% | 243,313 | +0.9% | 7.72% | -7.5% |
| Q2 2023 | $8,391,781 | +1.9% | 241,143 | +1.9% | 8.34% | -0.9% |
| Q1 2023 | $8,236,823 | +7.9% | 236,690 | -0.2% | 8.41% | +2.2% |
| Q4 2022 | $7,635,294 | +14.6% | 237,047 | +2.2% | 8.23% | +5.2% |
| Q3 2022 | $6,660,000 | -8.3% | 231,986 | -0.1% | 7.83% | +10.3% |
| Q2 2022 | $7,262,000 | -12.7% | 232,281 | +2.6% | 7.09% | +2.5% |
| Q1 2022 | $8,314,000 | +3578.8% | 226,412 | +0.2% | 6.92% | +3326.2% |
| Q4 2021 | $226,000 | -97.4% | 225,929 | +0.5% | 0.20% | -97.2% |
| Q3 2021 | $8,698,000 | -3.1% | 224,750 | -1.2% | 7.24% | -2.4% |
| Q2 2021 | $8,973,000 | +7.7% | 227,452 | +2.8% | 7.42% | -3.7% |
| Q1 2021 | $8,334,000 | -3.4% | 221,225 | -7.6% | 7.70% | -9.3% |
| Q4 2020 | $8,624,000 | – | 239,484 | – | 8.50% | – |
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% |