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 | $697,698 | -2.6% | 20,545 | +4.4% | 0.22% | -2.7% |
| Q2 2023 | $716,362 | +5.4% | 19,686 | +3.6% | 0.22% | -5.9% |
| Q1 2023 | $679,611 | +15.6% | 18,999 | +4.1% | 0.24% | -0.4% |
| Q4 2022 | $588,138 | +18.3% | 18,259 | +3.3% | 0.24% | -0.4% |
| Q3 2022 | $497,000 | -9.1% | 17,679 | +1.6% | 0.24% | -12.5% |
| Q2 2022 | $547,000 | -37.1% | 17,396 | -26.5% | 0.27% | -89.5% |
| Q1 2022 | $869,000 | – | 23,676 | – | 2.60% | – |
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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% |