SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 927 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $472,246 | -4.5% | 16,788 | +6.8% | 0.02% | 0.0% |
| Q2 2022 | $494,268 | -21.8% | 15,716 | -8.7% | 0.02% | -9.1% |
| Q1 2022 | $631,804 | -4.1% | 17,206 | +1.5% | 0.02% | 0.0% |
| Q4 2021 | $658,808 | -1.5% | 16,949 | -1.9% | 0.02% | -12.0% |
| Q3 2021 | $668,852 | -8.5% | 17,283 | -6.8% | 0.02% | -10.7% |
| Q2 2021 | $731,324 | +8.3% | 18,538 | +3.2% | 0.03% | -3.4% |
| Q1 2021 | $675,467 | +53.4% | 17,955 | +46.9% | 0.03% | +26.1% |
| Q4 2020 | $440,222 | -22.0% | 12,225 | -32.0% | 0.02% | -30.3% |
| Q3 2020 | $564,258 | +0.6% | 17,970 | -4.7% | 0.03% | -10.8% |
| Q2 2020 | $560,877 | -3.3% | 18,853 | -16.0% | 0.04% | -22.9% |
| Q1 2020 | $579,772 | -38.7% | 22,437 | -20.2% | 0.05% | -28.4% |
| Q4 2019 | $945,300 | +6.4% | 28,109 | +0.8% | 0.07% | -8.2% |
| Q3 2019 | $888,432 | -2.9% | 27,885 | -2.2% | 0.07% | -5.2% |
| Q2 2019 | $914,870 | +12.1% | 28,510 | +9.4% | 0.08% | 0.0% |
| Q1 2019 | $815,767 | +42.1% | 26,055 | +28.7% | 0.08% | +8.5% |
| Q4 2018 | $573,986 | -77.9% | 20,246 | -73.8% | 0.07% | -76.2% |
| Q3 2018 | $2,592,668 | +191.5% | 77,324 | +187.3% | 0.30% | +146.3% |
| Q2 2018 | $889,370 | -4.6% | 26,910 | -2.7% | 0.12% | -12.9% |
| Q1 2018 | $932,412 | -5.6% | 27,660 | -4.6% | 0.14% | -10.9% |
| Q4 2017 | $988,228 | – | 29,006 | – | 0.16% | – |
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% |