SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 890 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $246,310 | -5.6% | 7,253 | -0.9% | 0.12% | -11.5% |
| Q2 2023 | $260,953 | +1.4% | 7,320 | -1.0% | 0.14% | -6.1% |
| Q1 2023 | $257,365 | +6.7% | 7,396 | -1.3% | 0.15% | -9.8% |
| Q4 2022 | $241,302 | +16.6% | 7,492 | +2.1% | 0.16% | +1.9% |
| Q3 2022 | $207,000 | -8.8% | 7,341 | +1.8% | 0.16% | -8.0% |
| Q2 2022 | $227,000 | -14.3% | 7,211 | 0.0% | 0.18% | -11.6% |
| Q1 2022 | $265,000 | – | 7,211 | – | 0.20% | – |
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% |