SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 22 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,051,283 | +12.2% | 89,849 | +17.8% | 1.71% | -1.5% |
| Q2 2023 | $2,718,467 | +8.1% | 76,254 | +5.6% | 1.73% | +5.0% |
| Q1 2023 | $2,513,885 | +13.8% | 72,238 | +5.3% | 1.65% | +10.2% |
| Q4 2022 | $2,209,000 | +91.6% | 68,595 | +67.3% | 1.50% | +60.1% |
| Q3 2022 | $1,153,000 | +41.0% | 41,003 | +57.7% | 0.94% | +35.9% |
| Q2 2022 | $818,000 | +14.9% | 26,008 | +34.1% | 0.69% | +32.6% |
| Q1 2022 | $712,000 | +36.1% | 19,395 | +44.1% | 0.52% | +34.8% |
| Q4 2021 | $523,000 | – | 13,460 | – | 0.38% | – |
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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% |