SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 941 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $91,226 | +21.0% | 2,686 | +27.1% | 0.02% | +23.1% |
| Q2 2023 | $75,374 | +3.0% | 2,114 | +0.6% | 0.01% | 0.0% |
| Q1 2023 | $73,166 | +8.6% | 2,102 | +0.5% | 0.01% | 0.0% |
| Q4 2022 | $67,366 | -20.7% | 2,091 | -31.2% | 0.01% | -18.8% |
| Q3 2022 | $85,000 | +6.2% | 3,038 | +19.6% | 0.02% | +6.7% |
| Q2 2022 | $80,000 | +220.0% | 2,541 | +266.7% | 0.02% | +36.4% |
| Q1 2022 | $25,000 | -7.4% | 693 | 0.0% | 0.01% | -8.3% |
| Q4 2021 | $27,000 | – | 693 | – | 0.01% | – |
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% |