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 | $1,819,724 | -4.8% | 53,584 | -0.0% | 1.62% | -4.6% |
| Q2 2023 | $1,910,959 | +2.1% | 53,603 | -0.4% | 1.70% | -1.6% |
| Q1 2023 | $1,872,345 | -3.5% | 53,803 | -10.7% | 1.73% | -4.2% |
| Q4 2022 | $1,940,041 | +14.1% | 60,231 | -0.3% | 1.80% | +3.0% |
| Q3 2022 | $1,700,000 | -10.0% | 60,440 | +0.6% | 1.75% | -8.0% |
| Q2 2022 | $1,889,000 | +14.1% | 60,069 | +33.2% | 1.90% | +25.2% |
| Q1 2022 | $1,656,000 | +25.7% | 45,103 | +33.1% | 1.52% | +26.3% |
| Q4 2021 | $1,317,000 | – | 33,875 | – | 1.20% | – |
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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% |