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 | $11,626,444 | -5.1% | 342,357 | -0.4% | 6.44% | -3.8% |
Q2 2023 | $12,256,363 | +1.7% | 343,797 | +4.8% | 6.69% | -4.2% |
Q1 2023 | $12,051,936 | -99.1% | 328,005 | -9.6% | 6.99% | -80.5% |
Q4 2022 | $1,308,747,947 | +13402.0% | 362,992 | +5.3% | 35.80% | +473.9% |
Q3 2022 | $9,693,000 | +46.7% | 344,598 | +64.1% | 6.24% | +31.9% |
Q2 2022 | $6,606,000 | -58.0% | 210,052 | -25.6% | 4.73% | -53.4% |
Q4 2021 | $15,712,000 | – | 282,450 | – | 10.15% | – |
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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% |