SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 890 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,262,175 | -2.9% | 302,184 | +1.9% | 6.30% | -1.3% |
| Q2 2023 | $10,572,473 | +0.9% | 296,563 | -1.5% | 6.38% | +2.6% |
| Q1 2023 | $10,478,667 | +9.6% | 301,111 | +1.4% | 6.22% | +2.2% |
| Q4 2022 | $9,564,009 | +15.5% | 296,927 | +0.8% | 6.08% | +7.0% |
| Q3 2022 | $8,282,000 | -1.0% | 294,436 | +10.7% | 5.69% | -7.0% |
| Q2 2022 | $8,365,000 | -9.5% | 265,973 | +5.7% | 6.12% | +3.4% |
| Q1 2022 | $9,242,000 | +0.2% | 251,690 | +6.1% | 5.92% | +9.3% |
| Q4 2021 | $9,224,000 | – | 237,291 | – | 5.42% | – |
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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% |