SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 856 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $654,205 | -8.7% | 19,264 | -4.1% | 0.10% | +5.4% |
| Q2 2023 | $716,208 | +2.8% | 20,090 | +0.3% | 0.09% | +1.1% |
| Q1 2023 | $696,696 | +8.0% | 20,020 | 0.0% | 0.09% | +2.2% |
| Q4 2022 | $644,844 | +13.9% | 20,020 | -0.5% | 0.09% | -1.1% |
| Q3 2022 | $566,000 | -6.6% | 20,122 | +4.5% | 0.09% | -2.2% |
| Q2 2022 | $606,000 | -15.0% | 19,264 | -0.8% | 0.09% | -3.1% |
| Q1 2022 | $713,000 | -5.1% | 19,418 | +0.5% | 0.10% | -4.0% |
| Q4 2021 | $751,000 | -2.5% | 19,314 | 0.0% | 0.10% | -3.8% |
| Q3 2021 | $770,000 | +0.8% | 19,314 | -0.3% | 0.10% | -1.0% |
| Q2 2021 | $764,000 | +4.4% | 19,364 | -0.5% | 0.10% | -3.7% |
| Q1 2021 | $732,000 | +4.6% | 19,452 | 0.0% | 0.11% | -9.9% |
| Q4 2020 | $700,000 | – | 19,452 | – | 0.12% | – |
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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% |