SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 927 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $544,000 | -6.5% | 14,827 | -1.0% | 0.38% | -3.4% |
| Q4 2021 | $582,000 | +0.9% | 14,974 | +0.5% | 0.39% | -8.1% |
| Q3 2021 | $577,000 | -2.0% | 14,904 | -0.1% | 0.42% | -3.7% |
| Q2 2021 | $589,000 | +2.4% | 14,924 | -2.4% | 0.44% | -4.8% |
| Q1 2021 | $575,000 | +2.3% | 15,289 | -2.0% | 0.46% | -5.7% |
| Q4 2020 | $562,000 | – | 15,597 | – | 0.49% | – |
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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% |