SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 973 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $25,940,193 | -1.4% | 763,759 | +3.5% | 18.83% | -1.7% |
| Q2 2023 | $26,303,449 | -47.4% | 737,933 | -48.7% | 19.17% | -2.4% |
| Q1 2023 | $50,051,076 | +120.9% | 1,438,268 | +104.5% | 19.65% | +1.4% |
| Q4 2022 | $22,659,644 | -20.2% | 703,473 | -30.3% | 19.38% | -29.4% |
| Q3 2022 | $28,397,000 | -3.1% | 1,009,227 | +8.3% | 27.46% | +0.5% |
| Q2 2022 | $29,314,000 | -15.0% | 932,097 | -0.7% | 27.32% | +0.5% |
| Q1 2022 | $34,475,000 | +4.3% | 938,882 | +10.4% | 27.19% | +6.7% |
| Q4 2021 | $33,050,000 | – | 850,286 | – | 25.49% | – |
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% |