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 | $1,070,816 | -7.4% | 31,532 | -2.8% | 0.45% | -6.6% |
| Q2 2023 | $1,156,588 | +3.8% | 32,443 | +1.3% | 0.48% | -2.2% |
| Q1 2023 | $1,114,641 | +9.8% | 32,030 | +1.6% | 0.49% | -1.4% |
| Q4 2022 | $1,015,190 | -66.2% | 31,518 | -70.5% | 0.50% | -67.1% |
| Q3 2022 | $3,001,578 | +98.3% | 106,704 | +121.7% | 1.52% | +100.8% |
| Q2 2022 | $1,513,377 | -11.2% | 48,120 | +3.7% | 0.76% | -16.5% |
| Q1 2022 | $1,704,381 | +8.0% | 46,416 | +14.3% | 0.91% | -33.0% |
| Q4 2021 | $1,578,181 | +4.9% | 40,602 | +4.4% | 1.36% | -8.8% |
| Q3 2021 | $1,504,719 | -2.9% | 38,882 | -1.0% | 1.49% | -8.8% |
| Q2 2021 | $1,550,105 | – | 39,293 | – | 1.63% | – |
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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% |